RE:And there it isIt probably does explain why we dropped, probably a bit more to drop now given some uncertainty / moving timeline for "the guidelines".
As far as I am concerned, we have our weighty 95 page ESE stament done previously, plus we have the people who worked on the Coffee Project too - so it's not the end of the world (hopefully not too many surprises) and and as long as the guidelines come out before October, that will give us, Rio (and Mitsubishi) enough time to digest ahead of the infamous "sitting down with Rio" process.