The elephant in the room for me is the timeline that was...

The elephant in the room for me is the timeline that was published in August.
I remember writing something like - six weeks out, what could go wrong.
I wrote to the CEO to query this.
He replied saying that it wasn't meant to be a timeline as such more like an indication of next steps.

Make of that what you will.

I believe that it was, as published, a time line with the procedural steps.
So, what happened?
The Washington conference and China's export licencing of graphite happened.

I am optimistic that these two events have caused a ruction in the formation of agreements.
What those ructions are, like you, I can only guess at.
I would surmise that these events could only be positive for Renascor and that they are the cause for the timeline failure.
Juju.