TED- re: MCG comment--referred to the strategic alternative exploration, NOT the TSA sale.
Re: ongoing TSA deliveries--they are about to make a delivery this March, perhaps May and even one in late June. I had it wrong about 1170/3, its 1170/4 to maybe more than 4...my other sense, the first one was NOT all that large.
Re: 30K- IMO, the TSA tender was slanted toward ISC...S/M could have offered 10K a unit and lost. No real good reason to drop below 30K a unit, which MCG sort of confirmed by saying " ISC was NOT the low bidder"--Dr.J. knew the score. He usually does.
Re: today's price action: last hurrah of the serial diluter OR a return to downward spiral due to a re-UP with DM on same terms...? Don't know but it sure looks like a DM "company overboard" dump-a-thon.
