Only 90% sure. All the pieces fit except for no Insider buying. My only explanation is that key executives at IBM keep a very tight lid and the only executives at MKRS to know are Meaney and Silcock. Chairman Casner may know? They are not about to violate SEC Rules and get fined or jailed. There will come a time, this year, perhaps in the March Annual Report, there will be a PR and near simultaneous Insider Buying, IMO. Also, probably good business practice to have a bonus for maintaining total absolute silence.
I was a bit taken back that there wasn't a word in the new Quarterly Newsletter, nada, but a legal embargo with the prospect of a bonus is my only explanation.
Has anyone called MKRS to ask if the commercial customer backed out of the deal? If deal still alive, then I am 99% sure it's IBM.
Patience. Holding Long.