Agree but when someone has walked the talk for 3-4 years. you have a level of trust as opposed to a random CEO saying anything.

I just watched the video and I liked Will's comment about "focus", which is evident everywhere. If you have also watched his ausbiz interview, He clearly said there are no acquisitions and the focus is on organic growth.

Strategy is right -- hopefully, execution in the next 3-5 years will be on the money.

I hear that @NewyRookie -- the CEO is head salesperson in a lot of ways. (But it can make it easy to fall under their spell -- and i have a tendency to do that. It's a definite weakness!)

And I very much second your thoughts @Valueinvestor0909. I give a lot more rope to a CEO that has been consistent in their messaging and delivering on past promises. And was really glad to hear Will say that they were focusing on the immediate goals, rather than chasing too much other stuff at this stage.

If they can demonstrate ongoing success with their strategy, and we see some really good operating leverage emerge, they may finally be able to shake off some of the (not unreasonable) skepticism from many in the market.