Thanks!

After listening to the CC once more, yes I think it was Simos Simeonidis.

What I don't like is that Seamus Fernandez and Tom Russo - both of them top #3 ranked analysts in the last couple of years, have either discontinued coverage or have a sell rating (Tom has $2 target) on the stock.

Sure, I don't want to give too much credit to analyst opinions...but usually these guys have lot more info on the industry than we retail investors do.

Hmm...time will tell, hopefully when it does, it is on our side :-)