Dilson it may seem extreme to you though markets hate uncertainty so I'd guess IAM is being priced accord into risk in case Sentry no longer comes on board as at one point I'd argue it was priced in as a done deal hence we are where we are. Until I hear otherwise I'll back the company in to deliver Sentry all be it a little later than I anticipated. I'd be more concerned had they not expanded the pilot so while it was in some respects a delay it's still got a fair element of positivity in it.
Ann: Intiger Operations Update, page-223
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