My initial timeframe here was probably ~3years (obviously always...

My initial timeframe here was probably ~3years (obviously always assess as we go, could have even been longer hence assessing as time goes) - the way they were talking about it that it will be a fast tracked project gave me the impression that was a realistic timeline to be in a fairly advanced position. Sadly there has been nothing "fast tracked" here......

Looking back feels like they were piggybacking off lke succes at the time

Like you say though always some winners and some losers - it's still to be seen here but there's a big opportunity here and you'd as a holder would want the company to be working as hard as possible to take full advantage of it