@Stickshift - Is it not true that an optimist can be a realist if it is based on positive reasoning/research etc? I don't see the two terms as binary.
Re some of your stated concerns:
*the sovereign risk and retail's ignorance - given how this is being resolved through proper process do you think that should lessen sovereign risk concerns (without negating all of them because people with vested interests will fight back). Not all retail investors are ignorant, just like any other stock.
* the pump crew's influence on retail newbs - same for any other stock. Also, trolls also have the same potential influence.
*the importance of timely company disclosure-not sure what could be disclosed until the process is complete ("other than the process is proceeding," which tends to build scepticism when announcements are general in nature, and discounted as a PR piece, (which we have all seen and start to roll our eyes).
Just some thoughts.