"Would you prefer they are pessimistic about everything they discuss?"
I'd prefer they are honest/conservative about things they discuss. When you say "pessimistic about everything they discuss", have they been pessimistic even just once in the past, or did I miss it? "No more CRs needed" been violated 2-3 times, H1/H2/Q1/Q2/Q3/Q4 202x violated numerous times, and the fact that Lindsay waited for a lot of news to come together to be able to soften the news of contractor termination right at the bottom of the Nov 2023 announcement showed how tricky he is as a communicator.
With that level of "openness" and "honesty", why are we supposed to "check in with the company"?
If you don't need reassurances from the company, and I know you do have the good reasons, good for you, I have nothing to say against that. It's only the "check in with the company" part that I find ironic. The company has always been confident even moments before disasters.
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