2nd or 3rd week of December .... I'd expect a TH this week or the latest at the start or next. Do agree that this is getting late. I have flagged before that a delayed PFS will destroy this. You would expect that VA would understand that. AVL has been very slow from the get go, but they do deliver. We can't always rush these things, because look at those that do for comparison sake. Option conversion is also dictating the SP ATM - that recent run to 38 clearly was to convert remaining options. I suspect we may bounce off of recent lows, then run a bit again as option conversion dries up. Finally. For those that are looking at the ST game here, don't. Because truth be told it's probably going to be rocky until we secure financing, and that won't happen until we tick more boxes. This is a LT game here .... and I still state that if AVL can't go to production, who can? Don't mind the daily pips and dips. Ignore the noise. Unless that PFS capex is blown to the upper threshold, then the story here remains (and its strong) thus far. Time will tell. GLTAH. ALL IMO ETC ETC.
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