RE: Still in disbelief10 Jun 2021 09:59
It’s cat and mouse. We’ve had fantastic stability through the delays and CE c0ck ups, where the market could/should have punished us. No more reasons (reported) for the delay, hence the drift being more concentrated.
The market is always right. I’m comfortable with how the market is viewing us, as it’s objectively fair. The rerate to come is based on numbers, not sentiment, hence it doesn’t really matter where we are when it lands. No more hiding places - R&D done, time to deliver :)
Buying more.