I didn't think it was too bad... He's just presenting on the cards that have been dealt to him.
To put it into Windows operating systems jargon, Russell has restored Bota's business to a previous restore point. He's undoing damage PC has inflicted upon the company.
It means the 1 year we probably needed to gain traction with US investors is now looking more like 2 or more years (in the absence of an act of god)...
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