didnt i answer that a very long time ago?
instead of relying on filings and pc touring, go find out whats going on for oneself. whenever i invest a goodly amount of money, i go an investigate, which i refer to as gum shoe detective work. if you have nothing invested and dont plan on it, you can just comb the filings and comment on the rumors.
in the methanol industry alone, one could spend a lot of time and many miles collecting information that proves the case. filings and shareholders letters are only a ''hint'' of whats what and where to look.
few, however, go beyond the internet and that is such a shame. a true investor professional puts on miles and learns to endure jet lag
GOT ECSL? ...and so should you