Yeah nothing new in today's announcement. It seems like there's...

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    Yeah nothing new in today's announcement. It seems like there's a bit more clarity on the revenue back log. On the presentation, ceo seemed positive about the relationship with ERT. Not sure if we should read into it too much but once they divert their business through ERT platform, cgs would quickly get re-rated. Anyway there wasn't anything new in today's announcement that we didn't know from last update. Maybe SP will drift bit lower to 70c
 
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