Von,
ignore the noise keep questioning and being critical. Find it hilarious your getting grilled for reassessing your views as the fundamentals have developed..
I value your commentary greatly since it's hard to find people who are willing to question/reasses your views and encourage accountability at the board level.
I'm right there with you, outlook has changed, all you have to do is read the recent market update and investor preso to see a shift in the BODs behaviour. Which I'm attributing to Gerard shaking things up..
cheers,
J
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