Originally posted by SeeTheWorld
I really liked reading the thread (especially in context of time frames and how things have changed and progressed since then).
I was also very interested in what was
@Thesi was saying in the thread back then. In my mind lots of things going on in my head that I am trying to think about and how things are interconnected.
If we look at the announcement, if we look at the massive and rapid change in analysts forecasts I posted earlier (and again for convenience), if we look at the possible no recent shipments, if we look at what is happening at SDV, if we look at delayed POSCO funds......... I am sensing some big things are at work. I am seeing so many interconnections and possibilities.
I think it is time to put on the seatbelt because this space is going to get very interesting soon. No idea when, but with my belt on I am ready for an interesting ride. Let the count down begin!!!
![](https://hotcopper.com.au/attachments/image-png.1449546/?temp_hash=4251365b2f9e767531c1a3a137d79032)
Kinda just looks to me like something quite large got moved from FY18 into FY19, maybe the GOS of the tenements.