I've stayed away from all this guessing of who MOU2 is as I'm not so fussed at all and whoever it ends up being, it will definitely be a changer for IAM based on what The IAM team have said so far. Just reading your message, a couple of things that I remember from the seminar that I thought I'd share:
- Paul was not at the Sydney seminar. It was originally discussed that he was at the Sydney one, but then later confirmed it wasn't him
- the risk committee of MOU2 has been apart of this whole process, from memory it was a large part
- one of the board members was also part of the risk committee team, I remember this as one thing I wanted to know was whether any of the board members was directly involved with the process.
A bit more speculating for everyone but that could possibly add to your argument that it's NAB.
Also, I agree with your other post that there should be no concern if not signed off in December which I think I've mentioned before, but there probably will be some concerned. Given the objectives set and the confidence by the IAM team, I think it will be prudent that they release an announcement with an update on MOU2 if it's not a go ahead in December. There are obviously different scenarios that can play out and they might be in a position that they are unable to release one though.
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