My gut feeling is that some of the timelines slipped due to some interest shown by a potential strategic partner or receipt of a takeover offer.
I recon there has also been some discussion with some active shareholders about approach - 100% exploration to fatten the MC vs an early MRE.
I've been critical of adherence to timelines in the past but think maybe now some leeway is due.
AW1 General Chat, page-2583
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