I'm surprised the drum would be the only issue with P1. Seeing P2 for the first time was like love at first site. It made P1 look like a dinosaur. I imagined it would struggle to stay running consistently, and have a high level of maintenance. Surprised it wouldn't receive a near total makeover.
You make the SWP thing seem as if the company had no plans of it coming soon, when I'm sure they had a decent idea. Even if I felt Q4 was going to be a great quarter, I too would say Q1.
If they start producing and selling fuel within 30-40% of the claims in N.F. on a consistent basis(even 2-3 weeks straight), I don't think we'd be trading under $1.50 for too long after that.