To me this is the simplest business on its face. They are investing in infrastructure for commodity distribution. Utilization rate of hardware at the start up of a new feuling location, fleet conversion driven utilization increases over time & implementation project management- cost & delivery schedule are about the only metrics you need to evaluate the performance of the management. Yet they have not gone to any effort to simplify their story and there in is the shame. They could be building a continuing, performance supported story about managements ability to identify appropriate customer relationships and execute against those opportunities.