RE:Going back and reading all the press releases since 2007I agree with somebody's earlier comment that management has gotten ahead of itself at certain moments, but in my opinion, more in an attempt to convey genuine and informed enthusiasm than to mislead anyone. What I suspect is happening is that all industry participants are witnessing significant and sustained price increases, and, as a result, there is some poker being played. Notice that there was no reference to the US Concrete business that is under negotiation per the last conference call. Who knows for certain, but it's difficult for me to imagine that the customer has any real sustainable (emphasized) solutions. Anyway, couple that situation with the fact that PLS is transitioning to a new CEO: why on earth would he want to be responsible for aggressive forecasts, being new in the job. I would do the exact same thing. The asset isn't going away. There is tangible evidence that the material is special, we are not burning cash, there is no debt, and we have a long-life asset. I'm not sure how acute the scarcity issue is at the moment, but believe it is an issue on the minds of Vulcan, CEMEX and the like (why would have CEMEX bothered with this to begin with?). They had a year that was hopefully an aberration, which is probably commonplace across the best properties owned by MLM, VMC and so forth. Would anyone dispute that -- from here -- the stock will be much higher if, say PLS does 3.75mm tons at a $5 margin this year? Why would it be in the interest of a new CEO (an engineer, by the way) to put himself out there with a 4mm ton 2016 estimate, when one of the most basic facts he confronts is that the company has injured its credibility in the past year? From this level, what happens if they win a few major projects sourced from Leach early in the year? And, yes, if that doesn't happen -- absent some major external event -- then we have a problem. Until somebody tells me otherwise, I think these are basically genuine guys, who may have been guilty of telling some aroused investors what they wanted to hear. Hope so anyway.