Rainer, I think I started that string and to be clear the opinion that I expressed suggested that being awarded the Indian RFP may not have a profound or sustainable increase to the SP. At no time did I ever suggest nor imply that it would have a negative impact. Conversely, if the RFP were awarded to Poet, I would suspect the SP would increase but it wouldn't surprise me if it falled off shortly thereafter once the initial enthusiasm subsided.
So, to be clear I remain supportive and cautiously optimistic with no motivation to the contrary.
Hogan