RE: Conservative C31 Oct 2022 13:00
To me it is all positive news with unexpected added bonuses , like the 5% falling into our willing hands etc.
However, I think the main challenge, and I repeat this is only my view but also suspect it is others also, is that things are going in the right and in a great direction but 3 factors hold the SP back. I repeat them here for fear of doubt and IMHO only:
1. Macro fiscal & geopolitical factors and sentiment derailing everything and the hyoe of 2020/21 giving false expectations to us all, on top!
2. NCM overly conservative, not shouting about us as before and in dire need of looking internally out for their own SH etc
3. And a big 3 is lack of certainty which should come in the form of DFS & DTM.
Of course the quadruple bonus would be a strike outside Hav.
GLA