Also fwiw: All my conversations with industry I have been
1) very respectful of what they may not be able to say/ tell me,
2) always been extremely humbled at how conservative they all are.... these guys are scientists. engineers. numbers, data and fact rule all. Everything else to them is bulldust. I always left those conversations feeling the wet blanket of reality... wait a couple days then its on with the rosey glasses show...
I feel that that has changed now.
without those metrics... i cannot see how the company regains credibility (word of the night).
That ann definitely shook the faith and readjusted the risk:reward profile of the outcome in my opinion.
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