diving in Well I took a larger position in Ithaca today, I like it has no debt and is on the edge of doubling production. Also analysts seem to like all the fundamentals. Chart shows good base and the next catalyst is not far off. I agree it is funny management has not given an update for a bit, they usually seem to keep investors well informed. It has not rallied with the rest of the sector lately which is odd. However it is well known by fund managers, I think they see it as a "show me" story, and are waiting for the pumps to turn on.
I do see risk if there is another delay, the market can accept one delay, a second and money could leave the stock.