answered my own question

All,

The SP price fall would've largely been due to the public release of the RISC Technical Experts report in section 8 of ROC's newly released rights documents (p.38).

All of the Mauritanian assets are discussed including the satellite finds (eg. labeidna, tevet) and also the non-PSC blocks. There's a mention of the extent of Aigrette, could be as large as 40sqkm.

It appears that there is information there that 'those in the know' were aware of a long time ago. Hence the broader investment community's flight to safer havens.

Cheers, Stoker.