There is a great reason for the drop today. UK contract was the flagship victory SSNI needed to show they were relevant in European smart meter buildout. Without it, their whole strategy is now in question. Also, from a revenue/earnings standpoint, they needed UK to fill the hole as US deployments wind down. Discounted cash flow models without UK will now show a value that could be below where stock is now. Valuation here will now trend toward ITRI.