RE:RE:As we approach February 11thWe don't know how BA generated the $375M (200M+interest+prefs) in Q4 - could be increased backlog, could be high EBIT, could be something else that came thru on the balance sheet (reduced inventory) or a combination. In any event, its my opinion that the best catalyst for the share price atm is a big convertible share issue eg $1.8B USD @2.5% with a US$1 conversion price (a premium on the As). Because if they don't get the debt down, company is still very much at risk medium term - investors probably don't realize I'm sure that in addition to the 4.7B debt, the "other" liabilities net of other assets will probably still be a big # ($800M?) and there is a lot of backlog/customer deposits on the balance sheet that is not current which with every quarter some of it moves to current and some current moves off the balance sheet as sales are generated and gets replaced with new orders (sorry for the runon sentence).