Looks to me that he effectively tries to keep both operations independant from one another. That's why I mentionned looking at the U.S. operation as a separate independant startup.
Unfortunately, he doesn't yet (except for when Anne Tahim issued a report) divulge what is or not going on in U.S. in term of financials.
This approach of his may be caused by a long term plan of his that, I must admit, I cannot yet figure out ???