i think you wont find any companies announcing market sensitive...

i think you wont find any companies announcing market sensitive information in quarterly reports. Market sensitivite info is released on its own and marked as such. Theyve said they believe they are progressing well. Losing a contract would be sensitive information. They haven't lost any. They have zero control over the DD of another company before signing a contract. It's a free market you are more than welcome to pull your shares out or even contact the company. If you don't get the response you seek then go and ahead and invest elsewhere.