I was wondering whether SN might be over it all after the SE2/3 disappointment. Who could blame him. He's only human. As an investor, this is important as a huge reason for why Strike was able to survive the Jaws disappointment then drill WE and, finally, transition to a producer with Walyering has been SN's commitment and intelligent risk taking (although SE2/3 came up short). If he left, I'd probably sell.
However, my take away from the Half Yearly and Quarterly meetings was the exact opposite of yours @khopchai.
He still seems energised and focused on pushing the business forward on all fronts - the fight goes on..
But then again, who really knows what's going on in another man's head.
He would not be short of other opportunities that he could explore.
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