I understand the most recent tweet:

Steve talks about new contracts, which implies that there are also "old" contracts. Consequently, it will not be a contract with hedge funds.

I really hope that we hear about these deals in a PR
- and one day later the shareholder letter with all explanations and further news.

If so, then the PR could come today.
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HEXAGON - "the perfect storm"
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Shareholder update out by latest Monday.
I have been with legal team the last 4 days going over new contracts.