why would they organise a trading halt for potential deals they had in the pipeline? they'd just move on to another potential client with nothing lost by walking away - most companies have discussions with potential clients all the time. Companies only have trading halts when prominent projects fail.
And the biggest tell? Why would they not reinforce their continuing relationship with Sentry by stating so in their announcement?
Knowing the impact of a failed potential deal (which they had no obligation to inform the market about anyway) they could have offset it by assuring the market their biggest current deal with Sentry was still intact. But they didn't.
All speculation I know, but the signs are all there that it's Sentry.
Ann: Market Update, page-180
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