A wait & see for meHaving no financial model pre-built for this company, I am unable to estimate the NPV of its assets and sensitivity to commodity prices. What's more, I am also unable to quantify the effect of the potential quota on both commodity prices and order quantity and within what time frame. This company is potentially subject to an event it cant control and in a field that is outside my circle of competence for the time being. I'd rather speculate on a sector I have more knowledge of and where I am able to compute an approximate maximum loss scenario. In any case, good luck to buyers that know the business and industry well. I wish I had this ability to judge whether this is a good buy or not.