Great post!  

I think management are in a tricky situation when it comes to explaining timelines.  I'm not sure any long term shareholder would thank them for constantly reminding the market that they're years off full production.  Certainly puts off new investors.  

Its a balancing act, between maintaining interest and completely wrecking it (some will insist management have done the latter).  Clearly, a lot of investors have understood the speeds with which things move in this industry, better than others.  

In hindsight, putting 5 year vesting periods on warrants was a clear sign of their timeline expectations and I remember people pointing this out at the time.  Perhaps they have explained it well enough therefore?!