@Macca
It's more an issue of SMN being in the play ground as a toddler of some of the world's biggest industries.. SMN cannot be in a position of telling them how to play the games.
I certainly accept that over the previous 6 or 7 years - at least for me - we were fed any old line that management thought might satisfy and appease share holders, but I do not accept that view now under Ross Love. He has communicated openly and enabled a much better understanding of the issues and time frames.
All I can recommend is that you write Exec Chairman Love a letter (email of course) and ask some questions. He is generous in his responses.
redgum
Ann: Preliminary Final Report, page-66
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