I wouldn't agree that your drop appears inevitable.... Tomorrow we should hear something from PR. That could do a few things, it could throw a spanner in the works of your prediction or possibly not. So this is where I see the uncertainty and so would argue tha selling around this time is risky. If you must do it, be clear about how you will get back in.
If we're being honest, communication isn't ActM's strong point. Sure, we
may hear something from PR tomorrow, but it's likely not to be anything substantial. We still have this NDA to contend with, we haven't a clue where we stand on development, where the Avalon refund stands, etc.
It may not, but I'd contend it's fairly safe to say we'll see 0.002X