Anyone who listened to the presentation knows 2 things IMO. Keith has skin in the game and has also contributed a potentially disruptive concept to pair with MZ's cutting edge technology. 2nd. Keith is basically running the show now with MZ as a technical advisor, likely with yes or no approval power due to his shares.
Yesterdays presentation validates your statement in your post, IMO. There is very clearly a road map and direction now that wasn't clear in the past. The course put forth is one that is achievable IMO. 100% agree. Build it and it will be reflected in price.