Well...wot a flurry of activity on IAM thread this weekend.
Always 2 views on any stock and announcements I guess and that's fair so long as reasoned.
Said a few weeks ago prob get some fluff prior qtrly (which have) but also thought qtrly may be reasonable. See if the mkt thinks it's reasonable in wash up.
MM, u appear to have some insight which was no doubt appreciated by many. U made mention of an earlier SRT post which I missed back then so thought I'd have a read.
Still not convinced re the competitor landscape though. Even IAM disclaimers in the pressos cover some of that thinking imo.
In the SRT post u mentioned u were a partner in a FP doing some 1000 SOA pa. Is it safe to assume you may now also be a client of IAM given your insight and contacts who are clients and how impressed you are with the service offering?
Would just seem logical to me for cost savings on that many SOA's, so was curious. Obviously don't have to answer of course...just thought some may be interested also.
I quite liked your turn of phrase in that earlier post re being a perfect storm coming and appears that some others may have liked it too.
I've read more recent posts quoting the same turn of phrase supposedly.
Anyway, sincerely wish success for everyone's individual trade strategy as we r all diff.
