I have not talked down the stock, rather questioned how...

I have not talked down the stock, rather questioned how effective the return is. You have halved your value from this time last year. Why?
10 year plans in business is borrowed from politicians. Its a way of delivering a positive out of reach. This time ten years ago Lehmann Bros had their best result. Conversion is the issue. How you execute the numbers on a page to $$$. This I believe is the issue.
The only factor that matters is ROI in this Debt game and if you are not talking about it, guess what? It ain't good. And CLH is talking about anything but ROI.
Lastly your market cap was of interest. Its low in value vs share price. Is there parts of this business being under utilised? Etc Etc. Take another unrelated stock I am interested in for the opposite reason. The cap is too high for the value of the share price.