While I agree you need to be skeptical re information put out by companies - there has been plenty of opportunity to "reset the clock" re expectation with the resignation of Tolga, the interim handling of the company by Jim and now with Shaun on board as the CEO. If ever there was a time to change the tune it would have been over the last few months - instead we have both Jim and Shaun affirming/re-affirming the first years production coverage. If I was Shaun entering the top job I wouldn't want that monkey on my back and have to face the music later if I could push it back on previous management having a too rosey an outlook.
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