I think this bearish view comes a little bit after the horse has bolted and maybe you guys have missed a few press releases?
Of course there's still a risk but in my mind we're already >50% through de-risking with the PLS coming out at Production Grade.
In terms of dates, this is from a November release. There's no surprises in my mind. Everything seems to be on track?
In terms of large scale trials:- The Dennison Wheeler River ISR scares me to death . They're freeze walling / first of a kind production at depth but yet it seemed like they started the trial on a Monday and then announced success by Wednesday afternoon.
Bearish Short Case - Stay Away If You Want Bullish News, page-11
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