I had the opportunity to chat with Troy Valentine, Joel Latham, Peter Widdows, and Julian Jarman. At the Brisbane Roadshow event.
I canvassed with them a lot of what you mentioned in your post.
Most of it I posted on HC afterward. Please take a peek at what was reported in those meetings.
Please also take some time to contact either of them (management) to get a better understanding if you are not happy with the info on HC. Forgive me if I missed some items that are important to you and other holders.
All of the above-mentioned people are very accessible, very down to earth, and willing to share their insights.