What has changed is that the gap between action at Georgina and the meangingful next step at Alpha - the DFS - is increasing, and so I am sure some parties have taken a step back to assess what happens out of the upcoming drilling. They know they have until March 2022 to get back in for the Alpha DFS.
Sonething has to explain the SP drop and usually its a case of market disappointment - in this case at timetables drifting out.
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