Rev of $120M would hit the spot and it would show revenue growth Q/Q. All we want though is the reaffirmation of the 500M rev for the year - anything on-top of that is bonus time.
Difficult to guess what the affect of the diesel shortage is - could be mildly positive if for instance they have high demand but not enough supply or it could be wildly good if they have high demand and high supply - simply unknown.
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