Too cautious?

I appreciate what management is doing with the turnaround and the advancement into HPC and doing so with debt management in mind. They seem to also want to move on a sure thing crossing T's and dotting I's but being too cautious can be a bad thing imo.

The door currently is wide open for compute and sovereign AI in canada. Their recent contracts surpassed expectations and garnered a 30%+ upside which id amount to a premium. They have the cash and the institutional funding for the MOUS for the 2 clusters. Why wait? Why didnt they have something lined up to have those agreements signed this week further proving their HPC expansion. Keeping momentum and drawing in more institutional investments and partners as well as potential customers. Snowball this thing before competitors and other big leaguers or hyperscalers can tweak their business design to be sovereign AI compliant. Wait too long and this golden opportunity passes on to the next.