things on the demand side have changed significantly in the last...

things on the demand side have changed significantly in the last ten years. Finance for production of a product that nobody gave a shit about wasn't going to happen, it didn't. And the view about where it was produced and the consequences of dependence have altered. State subsidies of the price indicate it's importance along with the nefarious attacks on potential competition.
As for Mgt, well these old white guys aren't going to last but in a few weeks they can get the basics over the threshold. Last December they got the Korean nod which they see as pivotal. 2months ago!
It;s all a bit white knuckle time atm, but the heat to deliver couldn't be more palpable. Their share buy up indicates they aren't cleaning out their desks just yet.