I think a deal or deals will be announced well before then and then we just have to wait to see the financials for the exact dollar amount impact. The deals are large though so if payment did come through and Mark told us about them in even partial detail, we may be off to the races in a big way. Patience is key here but IMHO we won't need to wait until May to hear some big news.
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My comments are only my opinion and are not to be used for investment advice. Please conduct your own due diligence before choosing to buy or sell any investment.