JDS - agreed. It's probably just that folks (myself included) are watching to see how the ROV fleet expansion plans are coming along and until we get some progress updates, are not in a position to make forward looking revenue projections on Mako. IMO Flotec may also have benefits to Mako in terms of additional rental inventory - Flotec's ROVits, ROV buoyancy come to mind.
"From new vehicles, to tooling packages and add-on buoyancy, Flotation Technologies provides a superior product and the quickest turnaround in the industry."
Mako should be able to store and rent add-on buoyancy with tooling packages and ROVs and provide services for retrofitting old vehicles with buoyancy IMO.