Good summary Syd. The only thing I can say in their defense, is they do seem to be really trying to mitigate COVID in every way they can, and their teams are clearly stretched to their limits. Like you, I cannot find a reason to rush back in, yet.... They will obviously not reach guidance, but then, is that such a big issue, considering the challenges they are facing? I don't know why they did not just downgrade it and be done with it.
Out of interest, at what price point, would you change your mind on SBM? As I really do view it as being a real pure play on a high POG. At $2000 USD etc, SBM will be printing more than enough money to cover all their capex.
Good luck to holders, patience has clearly been required if you still hold!
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