My OPINION is that we have not seen concrete numbers to work with yet, and only a 'trace' or trickle of what we're looking for. Those comments of Dave's 'just a little patience' still ring in my ears and suggest there's a lot we don't know re how this play is progressing. Each Ann from now on is cruial imo.
Yes, macro factors are involved but the recent anns were surely the main reasons for all these shenanigans, no. Again, all in my OPINION. Have a careful read of each one.
My OPINION is that we have not seen concrete numbers to work...
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