Two months ago on 28 August, I commented that "As a new CEO, Dan has zero to gain by setting targets in his first budget that are difficult to achieve, other than currying favour with short term punters. Easy to be a hero with a positive forecast, better to under promise and over deliver. Especially with all that cash in the bank.He clearly has a plan to be here in 5 years, presumably with his options well in the money. The patient money can wait a little longer."
After a first quarter beat, I can't see what's changed. It's still a hold imo.
Ann: Quarterly Activities Report, page-32
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