This is why there was never any elaboration in respect to these 5 POCs as it was largely speculative. I portrayed my concerns at the time to some derision and frankly personal attacks from some of you posting right now.
One thing I learnt a long time ago, be very careful when discussing things with CEOs/directors etc. How many times do they portray the absolute truth of a scenario? They will almost always talk positively about their company and this doesn't always match with the reality. I prefer to make my judgement on what's announced publicly and often when there is little clarity you need to take the half glass empty approach rather than the half glass full one.
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