Thanks, Ken. If API won't participate (from the article), I guess we win the tender. If we actually do win all this business, the brokers and market will rerate us and raise our share price target- that's my guess. It just shows, structural problems (eg Pfizer decision) can be sorted, using good judgement.
And speaking of good judgement, it may be that Orbis has been on the right track all along. They'll do well out of this.