Moderator's comment ...
Mike,
To relieve you of revealing a confidential communication, perhaps your informant might like to comment here directly and respond to the questions being raised by other members. You have expressed the information that you received. Several responders have asked for the reasoning behind those opinions, and that seems a fair request. If your consultant is not a member here, perhaps he could write something for you to post on his behalf. It's OK if he wishes to remain anonymous.
Ian.
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