Brent and Go I appreciate both of your viewpoints as well as others.
The last time I saw someone confirm guidance was Dec 10th (Nav's AGM slide presentation). I believe the Board was in sync with management right up to that time period. Something must have happened in December to trigger Nav's dismissal/resignation.
Going forward, do you think:
Colin was parachuted in to continue exactly where Nav left off and guidance will be met.
Colin was parachuted in to right the ship. Tack 30, 60 days onto guidance numbers being achieved.
The ship was going in the wrong direction, thus will take a quarter or more time to correct.
The ship has sunk, the outside world just doesn't know it yet.
IMO it will take 30 to 60 days longer to right the ship. This would reduce guidance substantially (i'm thinking $30-40mil).