The market is currently marking-to-market (i.e. derating) the SP to match the yet-to-be (if ever) disclosed inability to achieve the already downward adjusted guidance in the near-term. As mentioned earlier by others, material quarterly production improvements would need to occur in the v.near term in order for yoy guidance come close to being achieved. Unlikely in the near-term, hence the market factoring it in now, regardless of whether it gets disclosed beforehand. It's the market doing what it does (i.e. forward-factoring reality, with or without management's assistance).