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Imo it is a simple as this LD signs the monster partnerships in...

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    Imo it is a simple as this
    LD signs the monster partnerships in the US as promised = back in the 8’s and 9’s

    LD signs some smaller partnerships and says they are still laser focused and returns home = back to low 5’s

    Can management deliver in the US or are they struggling to land any monster deals?

    GLTAH
 
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