I've gone from being very enthusiastic about TMR prospects to...

I've gone from being very enthusiastic about TMR prospects to being very cautious and skeptical over the last 2-3 months.

I don't intend to panic and bail yet. I want to see the next quarter results at least before making any decisions but have decided I have too much money tied up in a company that I no longer fully trust. Will probably sell off half my holding and sit on the rest to see what pans out over the next 3-6 months.

When the goalposts keep shifting as they do so frequently you either have to conclude that the management are playing the shareholders or they don't actually know what they are doing. Have they taken on too much?