"With my sense that the full-year result having mostly delivered...

"With my sense that the full-year result having mostly delivered on those two valuation dynamics, I ceased being a shareholder. "

I am a little confused as to the logic. If recent presented material supported both the EV and reduced financial risk why would you sell now? My sense is the market, with a more dull blade, has not properly diagnosed the situation and values the company with neither attribute properly built in to the SP?