I agree.
However as I follow another forum also, your last paragraph was alluded too close to a fortnight ago.
Unless an announcement is released tomorrow suggesting ESI has lost their CSI (albeit a CSI that has yet to produce in any way), I don't believe the SP will suffer much damage whatsoever.
The majority that were/are free carried on the stock were hoping for promising news by now IMO, and seeing as it really didn't arrive, they've in all likelihood jumped shipped partly, hence the sell off and constant decrease of the SP.
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