Bigjig,"I think the information we want to see is what has...

Bigjig,

"I think the information we want to see is what has caused this change in direction."

Thanks for the feedback and I take your point. Question though ....

Given the complete reversal of strategy, don't you think that if DH had any intention of articulating further that he would have done so within the announcement?

I hope I am wrong but IMO the time to clarify this was on the 13th March at the time of the announcement.

I guess we will see today when the presentation is released but I am not expecting anything more than adding fluff to the information released last week.

The very fact that we are even discussing the "maybe's and what if's" speaks volumes as to managements change in attitude with respect transparency.