Ann: Presentation to Annual General Meeting, page-53

I know mate - you always suspect the worse, you suspect MM would resign... its just the nature of business, its not always linear like a big cap. BHP missed anglo this year. Timings are delayed here, its not great, no point as I said a year ago immediately saying the sky will fall, we could literally be just around the corner, as we said a consult group has taken it on.

In consultancy, time is everything. Even if you get paid an upfront, you do it for the upside, otherwise your return on time isn't justified. I see your argument, Im not a buyer of it at this stage.