There is no need to talk of market cap. We know a shareholder has a lot of money and appears willing to fund the contract. As a result, he will be paid back, with interest, when each tranche of the contract is completed. Those are short term loans. In addition, he will also be getting dividends, which will enhance the share price, making the lender even more money. Personally, I wish they would use some of that profit to buy back shares. It all sounds viable to me at this point, except that I don't know how Nates actually has control of that contract. It is owned by JP Energy Group, LLC, as far as I know.