OFM,
I'm still scratching my head on it too. In my previous posts I've wondered if SMS was just a "tabasco hat selling kit" vs a credible mover of merchandise. This PR, while definitely lacking in hard numbers, appears to purport themselves as the latter.
Its a much better showing than the typical fat disgusting mess that is HJOE's IR, but it is still hard to assign a value to the variable that is SMS'S market footprint.
I think Baja said it well: need some meat on these bones