RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:John David’s question1) agreed but also include ni and co as part of inventory. And when deliveries drop, a/r should drop too
2) agreed but that total wc number has been running slightly below $200mm, not growing to this record
3) then you agree. Watch it release once they buy back the bulk of the bonds. Like magic except some of us can see the trick