This is very true, for the sake of over exuberance and...

This is very true, for the sake of over exuberance and misleading timelines/communication sentiment is shot. The retail tide of excitement that took this to very forward looking valuations is well and truly over resulting in plenty of stale bulls and fertile ground for traders, and a real drag on forward momentum if/when serious players start to look to accumulate. Clearly the opportunities look great but the belief they’re realistic/achievable has waned - very much ‘show me the money’ for the medium term.

That all said the mistakes of the past few years in terms of communication/leadership style have been well and truly addressed, we now have a new outlook/style - they’re doing well so far and Dirk et al need to be given time to prove their ability to deliver (albeit I still think they’d be well assisted with someone with more corporate/insider track record in the sector, preferably poached from a heavyweight rival!).