I'd also argue my opinion swaying from one extreme to the...

I'd also argue my opinion swaying from one extreme to the other.
It has not swayed by itself as I read your comment to mean.

Rather My opinion is being directed by the company, by the reality that;
1. Even though I knew there was not much of a current SCM market, I thought that 2022-23 transaction was on the cards because I had been hoping the market would evolve by then.
It is evident in change of company focus that that will not be the case.
2. Going after dram is as close to hail Mary as you can get. DRAM is a 30-40 year industry staple. Nothing has challenged it in that time... now 4DS is going to take it down?
Dunno about you mate... but that sounds like a pipe dream. Possible sure. But still a pipe dream.

given 1 & 2 my RR spider senses began to tingle "not weighted correctly"
and here we are.