At the end of the day its mostly about timing, although he has...

At the end of the day its mostly about timing, although he has been wrong before chasing the nickel at the start. The lack of participation suggest he is biding his time with this, just coasting along waiting for the right environment to maximize.

Its a matter of whether you can hold on through the dilution and participate in the dilution until he decides to go hard at taronga and unearth that potential, literally.

PW is getting paid well to be the scapegoat currently, because this perceived incompetence surely wouldnt be accepted by the hands in this pie if not intended.

Its being primed, but for how long is any ones guess. It cant be this hard, it isnt this hard and it wont be this hard when the time comes.