Waiting to find out why waiting is rather much how it appears
If company had not used so many carrots it would just seem like the same old company, but as the all new, fresh start, the wait is over company it makes it appear that they have run out of excuses or ideas on how to say something plausible (gee, they could try straight-talk truth!).
Almost February, so probably time to move expectations of any data on performance up a month to March.