Thanks Kgem.  
It's promising to hear someone else in the industry talking about what HIMR is doing and to verify they are being told about other concession ops as well.  I know it's still speculation and it's HIMR's words, but nice to hear they are out taking orders and making claims to buyers of more to come.  Puts their reputation on the line and their feet to the fire.  You can bs for a while, but you can't bs too long in any industry without word spreading fast that you aren't for real.  IMO