I think there is only one problem with KNL, which is super annoying and that is missing every timeline, Sojitz/TK everything delayed, we have been talking about finance in June 2016 now it is Q1 2017.
It is simple psychology we expect news and get nothing, ppl get nervous/angry about no news and sell.
Furthermore I think our Offtakes, especially the one with Sojitz are very value adding, me as a German, I welcome the finance with KFW because I think if we went that long way with KFW they will eventually get finance from them with good conditions.... but KFW is state owned and very known for only financing projects which have "social circumstances" and our manegement should have known that, so it's really curious that we didnt fix that relocation problem yet....
However being a bit upset with missing timelines, I still believe we will have great rewards form our investment here.
Ann: Kibaran Market Update-KNL.AX, page-96
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