Ann: Annual General Meeting Presentation, page-82

I watched the AGM address again today. JG is as smooth as silk. A combination of salesperson & senior executive. Nothing wrong with that. He successfully did what any new CEO would do - in that he hosed down short term expectations. That’s given him the breathing space necessary to do the business. IMO the only left field SP catalyst will be a partnering deal-and even then he has place marked that by stating these can take 12-18months from the start to announcement. I’m thinking the recent CR participants may offload & see us drift lower. Neither here nor there to most LT Holders.