banksy, Almost from the get go, SYT has changed or added to its...

banksy,

Almost from the get go, SYT has changed or added to its business plan. From a "simple" Freeway to Freeway Overpass and CSP. It's an indication that SYT are atune to business opportunities and growing the business from medium to large to huge and no doubt the company will grow what they offer and subsequently grow in size.

This is the bit that us long termers haven't really come to grips with fully. SYT is no longer the mid size aspirant that was going to be cash flow positive early enough that no further CRs were needed.

Notice how Gary has gone from saying words like "cusp" and "hockey stick" to a statement like $10 billion company. There's a clue there to show that the company has changed dramatically over the last 6 months.
"Cusp" and "hockey stick" were terms for the old business at that time. It's still running but not expanding like it could have because new opportunities are expanding instead. Opportunities that will take time to realise substantial revenue but more revenue overall.

If we forget that Gary ever said "hockey stick" growth and talk of drumming up institutional investment, we'd probably all be far more comfortable with our investment right now.
Yes, he did say it. Just maybe he's still learning that the market listens closely to what he says and if it doesn't happen in a timely fashion then we will get punished.