RE:RE:newsclip - jerome hass on BNNHi Kensho, I really have no problem with his comments from his perspective of explaining why they are no longer in Ithaca (actually, it gives me more comfort as to why the share price isn't higher, basically saying until Ithaca shows they are able to deliver, they are on the sidelines irrespective of how strong the valuation looks). You begin to doubt after a while whether you are missing something in the numbers. His explanation that Ithaca had failed to deliver in the past was the reason they are out. I believe they are going to deliver with Stella, and there is basically no downside if there is a huge disappointment. My only comment would be that I hope they have been exceedingly cautious in the numbers for Stella (and hopefully there is a substantial suprise to the upside, hopefully they have learned from Athena, underpromise, overdeliver).