BDCO - Yeah, I saw the earnings, but looks like much of it comes from the sale of inventory they'd been holding for a while, so almost seems like a one-time gain to me. Unless there are some odd terms of their contracts with customers that we don't know about. It actually makes me less confident, as it almost seems like you're investing against the CEO, since he doesn't communicate and basically controls everything. Reporting huge earnings as the prices for their products are going down, that's suspect to me. I still hold a few, but am less confident in the company overall because of the lack of transparency
