The post a week or so ago where Thomas Mika said "that would be huge" regarding the Indian contract suggests to me that it is by no means an expectation that Poet gets the contract and is not likely included in any of the revenue projections that were put out around the time of the AGM.
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It would be less than professional for him to have stated anything other than what he stated. At least he implicitly acknowledged that POET knows about the RFP in making this answer.