"If the size of a specific investment is material or the strategic outcome of making that specific investment is material then yes it should be separately announced"
The premise of the Project Accelerator programme literally falls into the 'material strategic outcome' category, whereby each investment value-adds onto EMLs existing suite of products and should be announced to the market, in my view.
To respond to your other comment regarding what EML see as qualitatively important and that being authoritative, well that's ridiculous. Shareholders also have weighting in what is of qualitative importance, particularly if there is uncertainty about future deals in a particular sub-vertical (like stimulus payments).
I won't be selling EML (for now). You won't be buying EML (for now). I'm hoping you get some more clarity in Feb 2021.
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