i think your last paragraph is the sticking point here. I think...

i think your last paragraph is the sticking point here. I think you and Mak are both right. Whilst people are entitled to FEEL whatever they want, it’s when they seek to attribute / assign that discontent to the company’s performance, or lack there of, is the issue.
If a company is to be measured by its SP (which I believe ULTIMATELY it is) then the constructive criticism/ questions raised are fair game. If Mak measures the company by its fundamentals and he feels this is just a quarter time score - as I do- (current SP) then that is equally a legitimate perspective.
Taking all these things into account, and the time of year, I think this is a buy as far as risk/reward is concerned. It could be argued it’s somewhat of a reductionist view, but thats all I’m interested in at this point. There isn’t enough known to form much else of a value judgement.
Is this likely to increase in value from its current position over the course of the next 3-6 months...?

Answer: Y/N

I say, Yes.

It’s when the expectation levels & conversations start talking about “1 - 2 - 3 bags” or “5c” etc where we move from a fairly simple proposition, to a more complex discussion.