I have done my homework and tend to agree with you Josu. You can never be sure what might be going on - despite what the released information states.
The thing that gets me is the apathy that is glaringly displayed and the seemingly "she'll be right mate - they know what they're doing" attitude by holders.
For example, here's one of
several recent posts - designed to get some discussion and comment - but not one reply....
https://hotcopper.com.au/posts/21503324/single.
There were some big questions that needed to be asked of the Board and the AGM is the only real meeting to do that. I asked who else was going to the AGM - no reply! So I went armed with some interesting questions (to me at least) - and not one Director was there. They were clearly surprised that I took the time to turn up - including the secretary - next day she was gone! They know AGM's have to occur every 12 months - but for some reason, ALL the Directors were out of the country on that day. So, make up your own interpretations.
I think Tremont is clearly driving this project and I also think we do not want to take everything we hear and read for granted.
But I am not going to panic at this point either.