I hope very much that it will simply be another short extension due to slow processing.
The effect it is having on the share price is my only concern but it could also be bearish at the moment from those selling for tax purposes as its getting closer to EOFY. Also from the fact that the timeline for the commissioning of the first 2 smelters has now been stretched out towards the end of August start of September. ( Around 10 weeks as stated by Hamish) Originally I believe Hamish stated that they expected to be in operation from July.
I agree the unsecured funds provided by Fofo is a positive sign moving forward.