Frankly, if these guys are for real [still somewhat of a question for me], it is all but impossible for them not to make money! The habit of smoking will be here forever. Especially overseas.
As far as the price goes, MO, we could fall back to .80ish without big news. Phillip Morris is talking to WLSF. A good contract, without granting PM exclusivity, will be HUGE.
Regards,
Bob