Respect your thoughts Gosouth but having seen, heard and spoken to Adrian several times now, I sum him up as a man who has been around the 'investing block' for a very long time.
Whilst it might be nice to throw around estimates and dates etc, he's decided that the lesser of two evils is to annoy the smallest number of holders possible with an ultra conservative approach that errs on the side of over delivering from minimal promises.
A little tantalising yes, but I'll take this every time.
He's impressed me on every level to date and I will continue to hold and top up on weakness and of course, available dry powder.
Quarterly Highlights, page-5
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