My take: I reckon it is some very astute investors(with loads of dollars)who already hold TIS. They can see the value in a company that despite having what is perceived poor communication skills, has a killer product on its hands that will, over time, take a large percentage of a $14B market.
Also, I believe firmly that we will see a moderate turnaround in the SP once the dust of disappointment settles and AE have off-loaded what they need to.
My opinion only, good luck to, I am certainly due for some.
Surfrat.
TIS Price at posting:
37.0¢ Sentiment: Buy Disclosure: Held