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I think we are in basic agreement - except that you think that AMBS said "meh, we'll get to it in Summer"

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To the contrary, By no means do I think it was so cavalierly set. Nor do I think it was an oversight and or a goof.

I do think it was a premeditated move by GC and team.

If they truly needed it and were caught of guard with so much at stake, they wouldn't wait till "Summer".

That doesn't mean, I don't see the share price dropping more.

Cheers