jeremy, your guess is probably right. I'm also looking forward to the details of the FS which are due to be released before March 21. Earlier would be great, especially this PDAC week.
I think a lot of people have bailed on AAA which is fine. They may have done the right thing for now and will be back when they see that things are definitely going to move forward with repect to building a mine at Dallol. Financing later in the year will put to rest the question of mine build.