Elit,
Look, I generally agree with you.
As in....I'm also thinking that the timing is not a coincidence.
Let's add this announcement to the body of evidence...and then join some dots.
1. NAB and other banks disposing of jobs and replacing with automation
2. Patrick Canion stating on twitter yesterday "oh we're just getting started"
3. Leaked email by mickey79 insinuating big news
4. A bit of a spike in share price on Friday (or is it a dead cat bounce?)
5. MW still declaring IAM is a unicorn
6. The wording of ample confidence in recent Q with the clear declaration of more to come
7. Introduction of 'game changer' Lilly
8. Growth of IAM business employees (or is it simply moving from India to Philippines?), but we know employment of further managers to suggest company expansion
9. Podcasts which are unwavering in saying IAM is on track with milestones, certainly M4.
10. Information from David Goodwin (primary evidence) and Calimack that IAM services are damn good, and they haven't even experienced the full monty yet.
I guess it depends how you join the dots. Some people need concrete evidence of binding contracts, and that's understandable.
Of course the above evidence needs to be offset against a quarterly which isn't much fun to read and that quite a few other HC users think this is a dog stock and/or a company with no future.
I join the dots and my picture looks pretty good.
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