My personal opinion is that a great deal of the significance of...

My personal opinion is that a great deal of the significance of this announcement - significance that should be reflected sooner rather than later in the share price; is the increased transparency.
Investors, particularly large investors, aren't willing to buy on a "nudge, nudge, wink, wink" or "trust us" scenario.
I understand the need for confidentiality as well as the next investor, however this leap of faith has probably repelled many large investors.
With greater transparency should come increased market interest.
And with increased market interest should come a share price that more truly reflects the underlying value in SE1.
Hopefully today's report was the first of many that will help improve transparency.