"Can't see them hitting the targeted SP-OB and I'm not the only one seeing the writing on the wall."
Absolutely disappointing delay, that's for sure, but it's out of their control, no-thing has changed under the ground and they're working like lamas behind the scenes and the timing will be sweet when inflation picks up in this super bull commodities run mid year... so the macro environment stage is set imo.
Re OBs there's no choice here... SHs have shown their loyalty and have completely tap out after last CR.
So if the BoDs want to progress these 4 massive projects they must deliver on OBs with some good news on the conveyor belt soon.
After talking to the Doc a couple of days ago I know OBs it's their single focus atm... has to B!
Poet
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