everything chuk posted so far has been factual, but a lot based...

everything chuk posted so far has been factual, but a lot based on company announcements, dfs, etc. Which are getting less reliable day by day as the company has been struggling evidently.

chuk presented very detailed and factual analyses of the potential of the company if MNB's plans all go smoothly. He doesn't discuss much about risks. Several times when someone brought up the risks chuk would come up with another best case scenario where those risks would not materialise.

So I think raising the red flags (which no one can ignore any longer with these timelines keep getting missed) to put a brake on all those optimism is probably a balanced addition to discussions.