'Probably' a good thing it is being deferred given the current depressed SP. We are now trading at a 6 month low which reduces the value in a CR.
Whilst in theory the COVID headwinds should improve between now and Q1 2022, this only adds further uncertainty for the market and there is also the risk that this uncertainty with the timing of the CR will by itself depress the SP.
The recovery is definitely going to be a slow burn on this one.
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