Well you were supporting every thing until recently. You’re too...

Well you were supporting every thing until recently. You’re too slow-disco to pick things up
Serevi essentially summarised it two weeks ago why
No matter how good the DFS is, it’s also a killer because for 10 months Ron Heeks spruiked a $75m capex, then bang bang bang $139m. The capex is not viewed relative to the NPV by the market but rather relative to sentiment that has soured- why? A near 100% increase means LRV is back to the drawing board with the bankers asking twice as more questions than at the beginning. of course the spectre of low price cr stunts in the past also lingers.
the sentiment can only change when the funding is sorted and there’s a change in mgmt imo
Of course no one can predict the sp
In the meantime people here keep telling others to sell and go else where and that’s exactly what’s been happening with more opportunities popping up. This is reminiscent of t2, the circuit breaker was not the brokers report but the dip to 41c below the cr price. Ie sometimes it will have to go very low to be able to bounce hard