Your certainly correct that the main HU harvests come later in the year than Q2, but I thought the initial HU contributions started in late Q2 (I'm going off memory here from conversations with Chad Sykes from early 2010). I remember being disappointed in Q2 2010 not to see HU perform and figured it might have had something to do with the horrible weather they had last year.
If your telling me Q2 won't have any HU revenue, i'll believe you -- Like I said, I was going off memory from a phone conversation.
I said supposedly conservative because one can never predict the weather. I have yet to see the company's HU harvest perform anywhere near that 'stated capacity' and I don't know the likelihood of good weather conditions. How 'good' does the weather need to be for them to exceed half capacity? Hopefully the company properly updates us on HU harvest progress in the next 1-2 months -- I figure they should know by then, right?
-Fernando
Market Data 
Markets 
AI
