Post above ending #1544 and conversation thread.
Im not saying you said they were bad btw.
I'm suggesting that whislt the two statements, I think you mentioned Aug and Dec, whilst relevant need to be considered in conjunction with the quarterly, not a criticism, its just the most recent release.
if there's a specific question for you in the above, its mot an adversarial one, its just looking to see what you infer (if anything) from the quarterly and my 'call outs' from it?
Tbh, the above, I was in agreement wrt management 'cant yet disclose' ... I suppose I question 'how much' is known or could be known from site visits and the like. I certainly see the quarterly as buoyant, not reserved or avoidant.
Accepting of course timings guidance
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