RE:AssessmentHi Retired. You and I have BB before. I loaded up a little early on SDE in the mid 4's and then averaged out to low 4's when it dipped into the 3.70 range. So today I feel comfortable about the shares purcahsed. I was very fortunate that i benefited from the run on SDE the first time; and given that these times (in general) demand good wits; I have postioned myself to benefit from this groups aggressive yet measured developmental approach a second time with LNG on the horizen. I have an equal number of Logan shares as i wanted to have positions where are the key people from the first run are now sitting. I kind of look at SDE this way; they won the Cup last year; today is a new season; but not everything is different. Whatever is different i have confidence they will turn it into opportunity. One thing about the folks at Logan and SDE; they know their opportunity (meaning not for everyone but for they know what works for them). Anyhow, good luck Retired. Thanks for all you post that is helpful for me and other serious investors. TD12