JP said he would disclose the contracts and revenue. In my experience, it will not happen with a huge OS. If he's as smart as I think he is, he will execute contracts and buy back shares to reduce the OS. Nothing else makes business sense. You simply can't jump a 6B OS into cents with a few shipments of commodities. I doubt that their profit is above a couple percent. That is still big money.
peeved I arrived at the same line of reasoning that you did before reading your post. Since the deals are so big I assume the margin will be quite slim but even a slim profit margin will justify a market cap of 55 million dollars if the prospects of the company are good.