Coming from the consummate 'glass half empty' guy, I came away from the update thinking, "down 10 bucks off the high? Seriously?" - I think the press release confirmed what many of us were thinking regarding delays in getting the facilities up and running. However, we're still on track to hit the numbers (albeit a little later) and the wins and bids for DSI and ACI were very encouraging.
Still don't understand the "...after monetizing our payment credits to our minority partners "-jargon, but I would think we'd rally a bit on this update.
I anticipate another net loss in next week's earnings, but would expect to turn positive in 2013.
bart - heading back up to cheeseland the week after next. please hold the really cold weather away just a little bit longer.