all of their guidance should have been expected, but we got caught pants down (myslef included) and broader market seems surprised.
ive said here before the biggest f*up management have made in the last few years is putting all hopes on mcP and largely ignoring duketon. when the capex for mcP came back a lot more expensive than first assumed, management got their dick caught in their zipper and are now rushing work at duketon they never should have ignored.
on the other side, this is known now, they are doing what they can (better late than never). And as you allude to, the bad news has come. im more surprised by market response to what was largely known info..(or should have been)
all of their guidance should have been expected, but we got...
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