I'm not saying 100nm or P2 wouldn't have a positive impact on the SP. I know for a fact it would. I am just not convince either of those anouncements will come before late fall. Just the way things seem to be going. I really do not understand why these events have to be associated with the anouncement of a partner, but apperently it does. And I will probably not get too excited about how much the SP will go up with these anouncements. Usually the market tends to be a little less excited about these things than we would like from past experience.
Personally I think even while we sit in this holding pattern and wait for signed agreements we should be in the $3.00 range or even higher. But unfortunately the market has a different value.
I do hope the most optimistic time estimates on this board are right and I'm wrong. If so I will be pleasantly surprised.