I have owned this stock for many years and have traded it over and over.I share your concern about the lack of a deal causing the share price to be where it is today
However I disagree about the content of the address. It is extremely bullish and there are comments that would allude to deals being able to be made if they were willing to make large sacrifices.
"firmly believe this will change in the near term"
"currently interfacing with the Australian Government and Export Credit Agencies"
Ann: Chairman's Address 2018 Annual General Meeting, page-4
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