Discount of 10% way too much for less than 4% dilutionThe discount of 10% in today's trading is completely exaggerated. It must be related to selling off of shares in the open market by those who don't understand flow-though shares, becuse the effect on the finances of the company is relatively neutral. Even though new shares are issued, $50M in cash has been added to the balance sheet. The shares will recover in a short time.