I think you and bighalloweenfan have been right about EFOI for a long time. It was just stupid of me to not take advantage of the post R/S dip into the mid to upper $4's. I really thought the math would have driven it down to $4. That was my target. Turns out to be a costly miss since then.
You're also right about what's going to be revealed in the next Q. Plus, the next NEW customer announcement should be another PPS driver.
I have not seen anything about the new or expanded plant and inventory. I guess they are waiting to update us in the Q.