yes, good at anticipating risks and yes, he has played a blinder in WA and yes, a great team but SNs inability to manage expectations on timelines is disrespectful to shareholders regardless of your time horizon, entry price or position.
missing deadlines you’ve committed to and turning up after the fact with excuses wouldnt fly in any corporate Ive ever worked at. SN should have been signaling the delay weeks ago.
there’ll be many more timelines to manage in the years to come so hopefully upwards from here…
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