Their assessment would be conservative at this poi

Their assessment would be conservative at this point, and also can't take into account any debt reduction or adjustments to the share structure. They also can only use currently documented business and not SoCal, Texas, maybe even South American contracts. The revenue could easily vastly surpass that which they based that "guesstimation" on. But like you said, the proof will be in the pudding as they say. As we near the end of 2018 we'll know just how effective they've been.