I don't know what to tell you. the french bailing could be any of a number of things -- pink slips being handed out....someone mentioned a ruling (on the layoffs) due tomorrow, which could be expensive... my optimism all comes back to the activity in TX. if you're on the brink of bankruptcy, you don't invest in a new facility and plan to fill it with employees without a dang good reason.
I agree there are more positive explanations for why a company would want to lease a large space than negative ones. I would feel better if this were a company with a history of being a hawk on cost controls, but their willingness to absorb personnel costs way beyond what is acceptable by any of their profitable competitors still worries me that this is one of Ben's grandiose dreams. When a stock rises or falls sharply for no apparent reason, there is usually an unapparent reason. I hope that is wrong this time. Good luck.