Personally Im willing to give him the benefit of the doubt and...

Personally Im willing to give him the benefit of the doubt and it didn't impact my decision making. Given his first conference call nerves were likely and he is only a couple of weeks in.

I view the cash generation as great over the next few years with hedges rolling off at current GP. GEP approaching finalization and the out-performance of Atlantic enough to keep me confidently in at the current sp.

However I can see why investor confidence may have taken a knock in an already panicky environment with Covid and margin calls etc. The fact Kate was cutoff created a stumbling feeling, the muffled background noise (shuffling papers?) when Craig spoke at times. Strategy wasnt well articulated IMO. Statements like "if it comes out that we will continue on with the sulfide project" and "if we need to go down a sulfide path eventually"....

On the positive side, it did sound however between the 18-19 minute mark that a hopefully beneficial announcement on the project is just going through final internal channels before hitting the market.