On balance, I think Sep quarter should be cash breakeven (absent...

On balance, I think Sep quarter should be cash breakeven (absent material working capital movements) with next quarter cash positive.
Therefore, I'm in the 'Fill up' camp as the risk of another CR will be mitigated and potential for cash flow generation demonstrated to the market which should be +ve at the margin. I certainly see fundamental value if forecasts of production and AISC are achieved.
Key risks IMHO are operational setback (heightened risk during ramp-up), dispute with mining contractor.
I would gain conviction if new directors 'Filled up' (not in evidence from today's Appendix Z filings) - but perhaps they hold inside info so can't for the moment.