They simply would not have initiated this pilot program unless they had already done some basic modeling on that. They set the price for one skid @ $4.3m - as a floor. There are still many unknowns, but it seems that we can venture to say that it is most probable at this point that the product is commercially viable and will be adopted by industry, with the only thing we don't know being the extent to which it is profitable. However, I think we can be fairly sure that it is minimally profitable to be taken up by industry. That could mean it provides a 5% flow increase and some other benefits. Of course, if could be a 20% flow increase—that would be even better—and I expect we'll be able to make more informed guesses about that when the orders come in.
In our case it's not a matter of a home run, but the extent to which it's successful. But minimally successful for us still means industry acceptance, uplist, institutional investment, and a trading price multiples of the current one. Great success would mean all that but a much higher trading price. It's a new technology, so speculative, so much unknown, so much potential.
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