I agree with you. It is much smarter, and clearly more effective, to set conservative expectations and then exceed them. It is so obvious -- why the company doesn't learn this is actually worrisome.
Unfortunately, the over-promising behavior continues. Actually it has worsened, in my opinion. Our Swedish savior can't control or accelerate the rate of divestment or spin-outs, despite the claims made in the recent PR "headline" (that was actually not a headline at all, but a poorly written run-on sentence). "Increasing the pace of structural changes" is a very complex process, controlled to a great extent by Chinese law and Chinese government officials, and dependent on multiple external factors. Many of these factors are not controlled by SIAF or its representatives.
Also, the spin-outs have always been a part of SIAF's plan; this is nothing new despite self-glorifying claims to the contrary.
Last but not least, despite all this I hope that all the efforts will succeed in short order.
