OK, so I just watched the presentation. My takeaway:
- March/April was mentioned a couple of times. This would be ideal for Graham to launch a buy-back to maximise a bit of return and a bit of momentum.
- Overall, A LOT of positivity with quote a bit of drilling of over, you guessed it, March/April/May.
- Graham seemed a bit excited, but presented not too excited if you get my drift. The interview he did in November, his voice sounded way more upbeat, here it's a bit monotone. Maybe he's feeling the 2.1c SP.
- As a teacher, I hate these slides. Large font, three points per slide, leave the tables out of it. Pictures are nice, words are not, since they are being spoken along with the slides.
Overall I'm remaining quite optimistic.
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