I know that there is a number of things that can go wrong but I...

I know that there is a number of things that can go wrong but I see that a number of key expectations have been missed by STI.

The following are some of those.
From Presentation named "Invest in Australi" dated 4th December 2009.
Cash brake even and profitability by mid 2010
Annualised sales revenue of + $36m End 2010

Others
Lack of progress of STI products into the US market
Lack of progress with a number of other projects

So until there is proof that STI starts to deliver on time or gives reasons for delays the SP is not going anywhere IMO

So we may need to wait a bit longer

DYOR