Let's not get carried away just yet.
There's nothing substantial in that TH annc. to suggest a "really derisked" situation.
I have seen enough annc's over time to know that words such as "leading independent..." can mean different things to different people and in all reality, "leading" does not necessarily mean LARGE - which would in turn mean big revenues for IAM.
So, let's just all hold off with a certain amount of RATIONAL exuberance until we see what Mon/Tues has in store.
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