Written down inventory is related with the packaging rules. If you look at the footnotes, it clearly states that they will be able to sell those to international markets. When they do so, it will be a direct 100% gain on sales. Looking at the last 4 yrs is simply misleading. They were in a very long and burdensome case which just lasted. Let's see what they do but they are simply undervalued significantly even if they achieve half of what the potential is.