I will watch the presentation again tonight but there was one line in Q&A that stuck with me.. Larry said something like "I can't share with you today but there are strategic updates that will be announced."
My interpretation is that a big deal has been signed and likely in the final stages (cooling off period) and will be released to the market imminently. This news also had Shaw and Partners extremely bullish.
There is a lot going on behind closed doors and I can see after today that Larry means business. I was very impressed with the presentation. We now have a clear roadmap ahead and lots to look forward to.
I will watch the presentation again tonight but there was one...
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