Hetty, you know that HEC will show a loss in q1 right? Due to hurricane shutdowns and accounting treatment of GED, the HEC loss will be about 3 mil +- 1 mil imho.
On the other hand Q2 will show a profit of 12mil+ thanks to restoration of production and accounting for GED swinging into HEC's favor due to accounting treatment.
The bottom line being if HEC takes a hit after Q1 it could set up a buying oppty.