The China connection worries me too - not exactly renowned for playing by the rules...I can't help but wonder whether the whole thing has gone a bit pear-shaped in that regard?
The war in Israel / Palestine won't help things and will probably get wheeled out as a major reason but that will be a thin excuse in my book.
I think the biggest threat is continued cashflow - at some point Fred & Co are going to hit their limit (surely...?) and I have a feeling the Chinese funds would have shown up by now if they were going to. That aspect is starting to smell...
I remain quite surprised that the ASX is so lackadaisical with how much poor communication they tolerate. I don't understand how this continued radio silence is not being addressed with a "please explain"? They've done it before. To make quite firm commitments with definitive timeframes, then not meet them and give no reason / update / excuse is surely falling foul of the rules?!
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