Holding a reasonable number of shares I am reaching the same conclusions.
The reward scenario is still great if the project pieces align. I have been impressed to date which is why I have held, but the lack of detail in the last few months has caused me on numerous occasions to reconsider my weighting in this stock.
I hold because i have been convinced there is limited downside...... but ... the uncertainty on my part with repeated uncommunicated slippage while Ian continues with confidence makes me edgy.
TRF Price at posting:
44.0¢ Sentiment: Hold Disclosure: Held