That's also my opinion.

If we have next Q 1 # we will probably have an idea how much cashflow and some eps they have in return.Then we could make some calculations further on.

I also remenber something in their latest anouncements that they were looking for an expandation of POD 1 with some equipment they have already?Could be interesting to see if they could do that and when ?Maybe cheaper then upgrading MRC first and brings in more cashflow .