I would think no report today is a good thing. The push down...

I would think no report today is a good thing. The push down yesterday was clearly not off the back of any "leak" or poor quarterly at all. ie they don't know sheet.

It was/is purely a fear inducing attempt to do something about their unsustainable short position before it is too late.

The last quarterly points out over $10 mil spend on "development" forecast for this quarter, ie SDV development. Add that to the satellite imagery and we should see a nice update on that front. We are also getting closer to the upgrades allowing 70-75% recoveries. Again an update on the progress is likely.

Even simple calculations on only what we know indicate we should come out of this quarter with around $86mil or more in the bank. Not too shabby.