Doesn't matter how good the backdrop is- it's about numbers. All the macro tailwinds are meaningless if management can't execute operationally. There's no denying the opportunity on offer, taking it and running with it depends entirely on them. So far I've yet to see them do so. If they did what they have said they would the share price would have a current '3' handle on it now. A great management team can make an average asset do ok. A lesser management team can make a great asset look very ordinary. I'm asking what we evidentially have here?
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