I think you are close. I have a hard time believing they would say 8m if they werent confident of surpassing that.
I have some powder on the sidelines if the fins show what I would like to see. I also said that I wouldnt spend another penny here until I saw proff of heading in the right direction.
IMO- I think the team has positioned themselves to under promise and over deliver. I think the results will be stellar.
I think it's going to be 8mm like they said. I don't see the point of assuming otherwise. You're just setting yourself up for disappointment. Regardless, q4 results won't have much to tell besides reduction in burn IMHO.