different approach

  1. 583 Posts.
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    This is a different approach to normal, which has a very positive inference.

    Normally there has been a TH only after a run up in the price, therefore a leak has instigated the TH. Compare this to their last release, Petronas, biggest ever contract no leak and therefore no run up in price.

    This bodes well for this announcement, no run up in price, therefore no leak but still a TH. To me this would indicate that it is a "materially" larger contract than Petronas at $4M and an OS company. The OS company conclusion is the theory behind no leak.

    Could potentially be company making contract as their language in previous announcements has been very low key, "material" by ISS standards is I believe significant.

    Interested in other opinions.
 
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