Yes, that's about it. Waiting for an age for them to get some traction on the sale of the mine, but even if they got a fraction of the asset value we would be quids in.
Tilton summarises the situation well. The proposed de-listing spooked a lot of investors into selling and left an overhang. Like many things with this company communication over the liquidity event and the collection of receivables has been somewhat lamentable.
A few of us have communicated with Rashida the FD of DQ requesting more clarity on these issues and we await to see what she comes back with.
Yes, there is clearly done overhang here following the large trades a month or so ago.
Investors need some clarity from the company on the subjects mentioned previously. If this happens we may just get the sentiment back, but without transparency there will be no trust