RE:RE:Next quarter I think you're overstating the impact of the Triton deal , way to the negative .
First it only $8 million revenue so it can't have cost much . Second .it's a logical extension to the Xerxes/ ZCL business. Third, it's the sort of deal that management is going to make to add scale in the ongoing business and get the rerating that BMO has occurring over several years .
BTW even though BMO reduced their target , the upside scenario is $18.