You are correct of course. It is essential. So why do I say its a waste of time? Because the company has given us a specific timeframe to which we can hold them accountable. Up until now we can only bet on their word, and just as you say, it is a very uncertain bet, which is why the stock prices are so low. If the timeframe comes, and they do not meet their promise, then it will be much harder to defend them. However, if we hold our positions, and they fulfill their end of the bargain, our stock will become a lot more valuable. That is the bet.