Ann: Corporate Strategy and Projects Update, page-21

I think there is a big difference between being unhappy with what they are aiming to do and being unhappy with the timelines they aim to do it in. As an investor, If it takes two years to get it right and maximize shareholder value then that is what you at least hope they will do in your best interests.

They have a clear path that they are now likely to follow and these details take time.

Continuous, progressive announcements (MoU's and the like) will keep the shorters at bay imo.

If you are someone like me who believes the forces at play in this environment will bring those timelines forward anyway then it's a win win.