I agree - Tim is sounding a bit monotonous in his latest presentations and says a lot of uummmm's between his sentences, this is a sign of non-confident or non-experienced public speaker. His presentations have improved and not so technical anymore, but I think he still needs to tell the story in a much more positive way, short and sharp and more ooomph - needs to really focus on the advantages, positives and with a clear time line and catalysts. He also needs to clarify the price the used for the DFS - being double the current prices and what is plan B if these prices don't get to that level. I see he doesn't touch on this point. Still a lot of water to go under this bridge.
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