I looked back at the "fluffy" PRs you state from over a year ago as my DD weeks ago. IMHO,what we're seeing here is delivery on those promises, only new management is coming in and 100% of major debt is going off the balance sheet, not just 50% as stated in 2010. So IMHO, this is significantly better than what was promised long ago.
These restructuring projects take a lot of time I imagine, to come together.