Pogues we are all now conscious of the fact the share price won't move forward til monetisation of one of the assets is achieved. I think that's reasonable for the market to value the business this way as we have had false starts and hence without proof of concept we don't appear to have sustainability . (I'm sure Boris would agree). Anyway the question you need to ask yourself is, do you believe with the enormity of everything going on and the levels of interest from the top end , that management has the capability to successfully monitise the portfolio. If the answer is yes you must be of the belief there is ENORMOUS upside in this company. Nothing happens overnight in this industry and what is playing out with suda 're timelines is perfectly natural inside this space. Of course it's very easy to confuse the natural speed of progression inside the industry to doom and gloom. Time will tell all sooner or later but don't keep hanging management out to dry for their achievements (or lack there of)...depending on where you sit on the fence.
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