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Re: fantomphan post# 33344

Wednesday, 03/23/2016 4:55:04 PM

Wednesday, March 23, 2016 4:55:04 PM

Post# of 47873
FANT- no offense but I take Liscouski's word over yours. You should too. Re-up would have been done by now, could have been done by now and usually HAS been done much before similar deadlines.

The question is will ISC be successful on their terms?

I don't see the company rolling over and doing a weak deal...faced with that prospect, they would have simply re-upped by now. We have Liscouski's word that discussions continue.

I believe DM wants a deal to get done too...and they are the backstop to ISC's position. Their role could be very helpful and very profitable for them. And I do not doubt that the company has integrated their positive role into the negotiations. Nothing moves if they are not in the loop and not going to profit greatly.

When you think about DM's risk/reward-- they took a big one and they are due a big one. So being helpful right now= being more profitable this April or June or sometime in 2016.

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