I respectfully disagree regarding the SP after AGM...
This is when they will release the "Shareholder Pack - North American Strategy" that is not official yet.... imo
Possibly together with other announcements closer to the day or just after...
Everything else you say I completely agree with "the meeting is going to be well managed and questions carefully vetted to avoid any embarrassing questions. The lack of information is not accidental or because of a lack of communication skills."
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