Net-Man......good points all. The question I have is whether the improvements that you note would be enough to offset the implications of the reverse from a pps standpoint, as Fasctrack notes. From a fundamental standpoint, I think you are correct. From a perception standpoint, the reverse implications may hold similar weight.
Also as you note, I think the key consideration in all of this is.....what is in that current sales pipeline? I think we have found that this pipeline has been fairly full for some time....yet, the dynamics of the nascent biomass industry tends to swing this pipeline, and quite violently at times. These sometimes wild dynamics associated with the biomass industry could also impact a FASC biomass project of its own; that is something to also consider.
There is a lot to analyze here; I don't see that there are definitive right or wrong answers at this point. I think the current plan of maintaining shares at status quo while pushing hard for new sales, in an attempt to leverage this into something larger.....i.e. FASC biomass projects of their own.....is a viable one......but one that has been thwarted by the expected and unexpected ups and downs of the biomass industry.
