Redeye returns with positive estimate revisions on the back of AAC's Q4 report that fell short of our expectations, primarily driven by the timing of projects. On the other hand, AAC has reached several operational milestones in recent months, with green light for the significant EPS-Sterna project and progress with VIREON & Sedna. The underlying progress makes us raise our financial forecast ahead, which also has a positive impact on valuation.
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