MM I have been concerned about this since June/July. even a MOU with conditional sales might have given the market something to hold on to. This lack of empathy with the market side was the clear gap in WR's experience. I suspect BRM has a sense of the gravity of the situation now, but I hope it's not a few months too late.
We have no statement from them about rail, no indication of what they want to do, and how they want to get there. A CEO of an I/O junior needs to be like Twiggy to have success - make sure you are proactively enegaging the market & take them along with you. I haven't met Wayne but I suspect these aras are not his strengths
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