Your not stating facts, you are stating an opinion based on sketchy info.
Also, where have you been up to now? Why is it that you need to make these comments on the eve of a rerating/recovery? Sounds more like FUD and an attempted opportunity to get in while the sp is still low - or as low as you can assist to make it?
Sorry, but its the cynic in me speaking up.
PS: I do not believe a word I read in the papers.