Major problem continues to be bad accounts receivable. They added $9 million during the quarter to their accounting provisions for uncollectable accounts, which is why there is a quarterly loss again. I am sure there will be more of that to come--but all that should be priced into the stock. Book value remains around $4 per share. Their cash position is fine and their assets seem able to generate profitable business--if they can find a way to get paid after the material is delivered--or they stop selling to those who cannot pay.