Yep, i study price action itself. Everything else is secondary. I look at sentiment before "fundamentals" aswell. I'll guess that contract is either delayed or we're at a much lower price before anything happens
What is supposed to happen at the end of the month..they sign the dotted line? They put out that contract way back..
The actual answer is no, i'm not ignoring. Price is theorized to reflect all current info..thereby studying price itself is studying everything known and usually rumoured about the stock