While they have executed everything they said they would, they've also been late on everything. My concern is that Brazil will probably be happening, but first shipment might be very light and also after that 60 day estimate. If that's the case, fluff pieces make me more nervous because they really are the new CJ themselves with fake pumps. I am hopeful with the contracts and maybe they're legally not allowed to spell out what's on there but I'm almost certain it's not a guaranteed $105M on contracts. First shipment is probably a trial run. It better sell is all I have to say.

I'm not sure what to believe, but my above statement is just my feeling on what downside is possible with regards to the contracts. The upside is tremendous.