I personally think now is the time for work not for talk - let them get some things ready and right, they will then talk again and the stock will react accordingly. Pipline is tight and growing (according to EFL) - from my perspectvie they are delivering on customers demand, that will finally pay all our bills. If NMP free production is the competitive edge, then they are on the right way. If information given is correct - this is just the beginning - don't be euphoric, don't be negative - just let us all try to be realistic...