player, In short, I wasn't putting much importance on the near term consequences of the SP potentially cratering in the context of presumably not needing to visit equity markets in the near term.
You seem to be saying that is an error, that a near term cratering of SP could have a direct impact on perception and hence the ability to sell products.
If management shares those views then presumably some combination of Aug5 glamour and/or Q2 CC guidance would be a must (as you indicated).
The above content is my opinion.