“@bdell, can I suggest being more balanced in expectations.”
The above post shows that you started using 90% for HQ at the beginning of July. That’s actually more than 2 months before I did on 4/9 so your suggestion for me to be more balanced is clearly misdirected.
Instead of creating a guessing game for me to solve with such a vague statement can I suggest that it is much smarter to open the particular post you are referring to and quote the particular phrase or sentence that is an issue in your post so that I have a clear idea of what you are referring to.
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Future Cashflow & Rerate!!! ( cashflow projection @ 12 September 2017 ), page-242
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