Clearly, they lay out a roadmap for how the world of AVL will evolve and then everyone gets bored in the whitespace between the big expected announcements. The slower land-turtle like cadence of AVL clearly doesnt meet some holders expectations for quickly things should develop. Truth is we'll get a very complete PFS at some point, the production scenario shows that, but the speed is glacial.
Its clear the team has been very busy, just not excitingly so.
Be nice for a win-win soon, but I expect that wont happen until PFS time at the earliest.
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