Except that you were as you said "Based on your estimates - CF+ likely next week". However, there's nothing in their post that suggests that those revenues are being derived now, or at any time in the next 3-6 months.
Of course if revenues were anywhere near those levels the SP would look very different today, hence why those revenue levels are predictions based on various assumptions and not presented as what is in fact occurring today.
As for what was said in the webinar re becoming CF+, what was said was "the execution of the existing programs will determine the outcome of that ... we've got circa $40bn of flows to galvanize together ... if it happens in this quarter, you'll know about it in April. If it happens in the June quarter, you'll know about it in July. It probably doesn't matter to us as because the maintainable sustainability of those flows is very real so we're going as hard and as fast as we can to close those programs out".
SPX Price at posting:
1.3¢ Sentiment: Buy Disclosure: Held
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