RE: what is the reason for the drop? News yesterday. We lowered output expectation from 2.5 mt to 1.7 mt. Spoke of delays... I think all in all it wasn't a disastrous nr - I think maybe people made a few bucks yesterday and are taking the pennies and in the process scaring people to dump... people need to keep in mind we weren't supposed to be in full production for Q4 2011..... this will still take some time for which I am patient. There are lots of things that would be nice but it is what it is.