Yeah, good point - that's one of the possibilities that has been flagged. Also probably the most likely using the logic you've put forward.
The same (or similar) sentiment remains though - if that's in the pipeline, don't management think that some kind of update would be useful? I know they can't say much until those types deals are locked in, but anything at this point to keep up the optimism would be valuable - wouldn't necessarily shoot up the SP, but could have mitigated the sell off.
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