Following this logic there must also be a trading window and a new announcement (with the new facts) after TH but before the CR entitlements are issued for everyone to use the new facts in order to make their financial decisions.
Highly unlikely.
Can be related to the Cascavel funding. In the last qly they've mentioned the capital outflows of around 1.5m$ and those most likely don't include 300k$ in the costs of upgrades.
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