RE: Speculate to accumulate1 May 2024 21:17
Except, the CEO is a serial liar on record. I'm not going back to the ominous 'inking' of offtakes years ago, always just a few months out, until the story changed as people can argue about that (in isolation, not as a pattern with regards to everything else he has lied about - the best defence then is total incompetence, which isn't great, right?).
No, let's just go back to the last couple of DFS delays, with the December announcement titled 'DFS release in Q1'. The CEO must have been in full knowledge that was not going to happen, the site change decision must have been in the works for much longer than last December.