RE: Market Cap I don't see the ARW strategy either so I asked David Turner about it last week, but no reply yet. I don't see where upgrading fats and oils has much to do with the producton of ethanol and lignin but they're not buying anything near control so I'm open to the idea that it's more about the distribution infrastructure than the production technology, and not being an accountant or investment banker maybe I'm just missing the advantage of working from a larger market cap. The website and MD&A are just too vague about this and the Jan 17 PR does suggest a very fluid situation............................................. so Mr. Turner if you are out there, we're listening!