Are they though? Pretty sure they are nearly 2 months late at...

Are they though? Pretty sure they are nearly 2 months late at this stage. Another near term producer has already commenced shipping whilst we have heard pretty much nothing about commissioning and/or production. So much for being the first producer of 2018..... After reading through the DFS, they didn't even mention a timeline of when an FID is expected to be made.

IMO, they have clocked off and are focusing elsewhere at this stage. Hence the change in sentiment.

Hopefully will be proved wrong as this company has a ridiculous amount of potential.