RE:RE:RE:RE:RE:RE:The mathIf you want to get the right answer you need to ask the right question. The right question is: "do the economics of Poly drive the economics of Cumo?" If the answer is yes, then ownership of Poly is a big deal. If the answer is no, then ownership of Poly is irrelevant. Your homework for tomorrow: bring us an answer to the question above. Thank you.