I think if they are smart they probably do agree with you...

I think if they are smart they probably do agree with you Pioupiou
Moreover the conservative approach leaves plenty of room for delight when/if the glass/price proves half fuller ...
Current share price is in line with where we were when we entered the ASX 200 back in March ....
It’s been said the price was probably overblown at that time but it is surely not right now which makes me feel comfortable that currently are relatively secure even within the generally “top heavy” overall market conditions .

In regards Adani, seeing as NRW has an outstanding record of following through on what it says I feel it’s unlikely it will suddenly do an about turn on its ‘anti potentially-duplicitous foreign entities’ policy :
In terms of current projects with remote off shore entities, I think there is only the Baralaba North contract with Baralaba Coal (which, as I remember, is owned by LMM, a US-based company). ..And included in the ‘security’ around that deal was Baralaba providing the equipment and presumably a lot of planning around the contract there.
(.. and as pb noted at the time there is potentially more to come if things are going well) https://www.gladstoneobserver.com.au/news/six-other-queensland-mines-to-get-excited-about/3120008/)