GG, I believe Bob has stated in past PR's that PanAm is held in trust for CWRN. This is a good admission (and does estop Bob/Sharon from arguing otherwise), but I agree with you that I would be less concerned if CWRN was booking the revenues directly (which it apparently cannot do in Mexico).
If I told you that two of the original seed investors who sunk millions into the company and have 70M shares of CWRN stock between them are not concerned about it, would that make you feel any better?