from 1.27 to 0.77 50 point drop, page-11

While I agree with you gself, I have a sinking feeling information is/has been leaked on the progress of these projects that is contributing to the sell down.

I recall similar things with OZL, the selldown didn't make sense in context of other miners, then the wider market is informed after the fact 'sorry we can't refinance'.

I hope I'm wrong, but I've seen indications of insider trading too often to feel comfortable when there are unwarranted moves in stock price. KZL most certainly fits the bill in this respect, down 60% from recent high of $1.28, on no real news, and relatively little change in commodity prices.