This meets HIO's well established "Clayton's" announcements intended to keep the Faithful locked on.
There is absolutely nothing tangible in this announcement and the market response confirms this.
What is of serious concern is the shift from the stated BFS target to the downmarket DFS: tactically good if you intend to keep the believers glued on as it will permit anything from ordinary to wonderful DFS result but fail to make the BFS grade - no funds.
As @Motors said, be alert for a looming raise to keep this boat afloat.
LTholders should D.Y.O.A. of the announcement and see how many meaningless optimistic adjectives are used Vs how many objective ones.
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