Yes, it definitely could be a meeting to negotiate the big deal....

Yes, it definitely could be a meeting to negotiate the big deal. It could also be many other things.

Firstly, too many inferences are being built on the idea that the ADO team is flying over just for this meeting. More likely is that they're flying over already for some other reason, most likely Dia related, and they've booked as many F2Fs as possible while there.

My experience is that business types love F2F where I'd be just as happy using email or the phone. Excuse to have a meal on the company CC, socialise, read body language... a myriad of motivations exist. Also, I find it extremely hard to believe that there was one F2F meeting at inception, and since that time there have been none, making this an extremely significant event. I'd expect they've had meetings like this several times over the last few years.

So, on balance, the theory that it's going to be a negotiation is valid, but only one of several possibilities and for the sake of managing my own expectations, I'm assuming it will result in very little that is market sensitive.

I sincerely hope that I'm proven completely wrong next month.