I regularly revisit presentations Drum and I have a relatively solid holding here acquired over time via multiple buys.
And I do understand D&D is a traditional let your hair down/let’s party event. I also am aware there is a lot of serious dealing done behind the scenes via the networking you mention.
As far as the let’s party stuff goes and the networking too - isn’t that a great reason for Ian and RCF to have been there to hatch ‘their baby’ into the wider world - including to the significant banking and media reps who are attending .
It may be party pooping - sorry for that - but find I have MORE comfort in smaller expectations and hoping I will be happily surprised when the news finally drops.
cheers
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