BEZ REVIEW, page-26

@GoldenBoys

Most of what you have written here is true, but also what Tran is posting is also true.

That's what makes the market fluid.

My last point on your comments above is this:

If you came into a business and said I am giving you $300mil over 3 years to get this thing done, and after a few months it was evident that the team had not progressed as planned (as per your factual point above re PP etc) then you would understand why the guy funding the project would seek changes to the management team. This is what has happened here.