Well, October 2023 landscape was looking very different to the current Li market position. Also KC was flying high spruiking the DFS to be "Out by End of Q42023".
What is really horrid is that even when KC was challenged/criticized about previous DFS delays in the two separate interviews on Rock Stock Channel (Rodney Hooper/Howard Klein) and by David Tasker, KC was still adamant that Q42023 was the date - EMH are now down nearly 50-60% (depending which part of October you take) since when those interviews were had, and despite many thinking that this is the bottom, I do not think it is.
@Fingers xed as per the article that you linked the CRMA/EU material news are likely going to be released in April/May 2024, EMH wouldn't release their DFS a few weeks before those news without integrating any EU-related subsidy information, meaning that DFS is not likely to be released by the Q1 2024 either.
If EMH does not release anything between now and then to keep its SP buoyant, by the time DFS is released (late May/early June 2024) EMH
will be trading in low teens. I am certain that most of you do not appreciate the above prediction, however there's simply no reason for EMH to release their belated DFS before material news coming from EU regarding CRMA/Green Deal. I would love to be proven otherwise, however I am just staying realistic.
(20min delay)