I personnaly don't think they are great financers. The deals they have done are simply not great, this shows us they are extremely cautious to the point of short term pain. I hammered on the money borrowed before the great collapse, they borrowed a year in advance to fund Algar, a big goriila. The wasted interest spent was more then what they are getting on the flow thru.

The upside now because it is now and hindsight is 20/20, is that the flow thru money should increase the value of the company, maybe not immediately on the SP, by bettering the reserves. Also, they are not touching the money, yet, that is earmarked for Algar. One can hope the refinery has sold what was intended to be sold in the 3rd q at the margins DG spoke about. Production at GD is not going to be near design capacity this year, based on the premise that they keeping pushing it back, this has gone on since day 1. They can't or shouldn't talk about how everything went great on initial start up of GD because that is very old news. If the reserves show positive with the flow thru money they will have bought more time and things to talk about as Algar gets closer to production. GD has not and probably will not sustain design capacity (just my guess), it will produce cash flow, but not was expected.

This is a long term hold, my guess on the guy who bought at .99 is that he will not get his $1.06 by Oct 28.