Tend to agree with your first two paragraphs, hank, though I think it's clear that the current Sentry MOU has a degree of solidity far beyond what you describe as the base case.
Undoubtedly positive news, but not really a step change in the bigger picture, and was always therefore going to generate just enough hype to give the day traders and manipulators a new ball to play with!
Longer term, even within the next few months, I still see plain sailing to a multiplied share price, but today's announcement was not the catalyst, IMHO
macda
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