RE:RE:RE:NRI say cautiously optimistic. There were too much delays and their liquidity is running dry. If they are all cashed up, I don't really mind the delay, but any more delays will be an existential crisis. We got to remember summer is short, and if they don't take good advantage of Q2 and Q3, things are going to freeze up again. I didn't do the math, but how boat load can they literally fill in a year?