RE:NIBBLING BACK INTO ACWell explained. Good reading of the situation.
For my part, I think that we are behind the US; in the next 40 days the US goal is to have vaccinated 60% of the population (200 M). We're late in comparaison; so we will have a real third wave ( Ontario is already in) less dramatic, shorter but that will be enough to delay any sky opening (and AC share surge).
But as you said, in few weeks, the situation will evolve quickly and the surge could happening suddenly from onty a small catalyst.
Be ready.