I gotta say, I admire SM's balls to do one of these now of all times. It's not going to be pretty.
There should be proper shareholder presentations though - anyone not on hotcopper isn't going to see this. Not to mention, I've noticed a pretty big pattern of sh-t hitting the fan, then him saying things on a JRI to make everyone go "phew let's continue to hold", only for things to get worse.
Really hoping this is a fruitful chat with proper timelines. But if it is - put the timelines out as an operations update for crying out loud.
JRI IVZ Fireside Chat - March 26, page-117
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