@Wilson4 , you wrote:"there appears to be three catalysts for...

@Wilson4 , you wrote:
"there appears to be three catalysts for another CR. 1. Failure to secure funding for SQ. 3. Ivory Coast not closing on schedule (or at all). 3. Additional investment in China to enable final assembly in individual provinces. I think these are all possible and based on historic progress of these projects/activities (delays signing the initial Ivory Coast contract, SQ delays generally and slow uptake in China), I'd say another CR is well and truly on the cards."

What you say is absolutely plausible, perhaps you could add the failure to get the additional US$40m term loan facility from Generate Capital they are trying to arrange. Subject to this becoming a reality a CR should not be needed. I was dreading they would announce a CR before the 4C and update, as it would have predicated a dismal result, that is, more dismal than what was announced.

Your No 1 catalyst San Quinton is still a worry and calls into question their due diligence when taking on working partners, and we can all breathe easier when the Ivory Coast finance is finalised, although it does seem pretty well a forgone conclusion with i's and t's to be dotted and crossed.