We all have different views on the potential for success and what that is and also how we rate NY and the senior team and their past success.
The bottom line is at the moment the market is not supporting EXR and the CR is ony just the start of difficult times ahead, There is currently little support for the Grandis hype although this could change nearer the BH completion date.
We are not in a good place and need the CBM pilot results and a real update, warts and all, sooner than later and a clear timleine and strategy to dleiver against. The fact NY has had the opportunity to do so and chosen not to present means we do not really need to read between the lines too much.
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