I'm figuring it's linked to the Atlas sell down, there's talk...

I'm figuring it's linked to the Atlas sell down, there's talk the price is being driven down over there in preparation for a takeover bid primarily to gain Atlas port access. If that happens and their projects get mothballed we're basically left holding Mt Webber with no near term prospect of usable production income. The income from the new production holdings is tied up paying them off so that won't be any good to us for a few years.

The other possibility is Tabalong permits could be running into trouble.

Hopefully it's just purely linked to AGO price falling and that's only happening because of general IO sentiment....but that's hoping.

The buy side is a worry though. We've never been a market darling, but gee that's thin....