I previously made the pt, that the SHE preso wld have been...

I previously made the pt, that the SHE preso wld have been stronger with more detail and agree with Sharks accordingly. That said this industry is not known for such transparency, and given the commercially sensitive nature of such info (I assume), I'm happy to take what's available as a basis for assessment. In particular, I'm v happy at the macro level with the position of SHE and the direction they have clearly mapped out.

I'm hoping that today's SP move, is an indication that those wanting out for whatever reason, have now made their move; so leaving SHE to be assessed directly on it's merits. My hope is that SHE mgmt will provide regular updates and that the meeting already announced will also be an opportunity for updates.

Pt