Ann: De Grey adds 9kms of highly prospective Tabba Tabba Thrust-DEG.AX, page-67

I think we go lower following the DFS solely because it's the flavour of the month. The market has been doing it most of the year.
I can't imagine anything that will shock us to the downside. As Mondy said, if we all expect capex to increase then surely it's widely expected and mostly priced in.
Funding and the road to production will be important but im confident the metrics of the upside will far outweigh that. The asx is full of impatient investors currently, hence I expect a small decline, but for a longer term safe hold you can't do a whole lot better, whilst still having potentially huge upside.