I just listened to call. I think the big takaeaway is that you can expect that the offset credits will recur at about $1MM/year. That's almost 20 cents/year straight to bottom line.
Agreed, at least .20. All profit. This WILL happen in Q3 or Q4, depending on when they can sell them and market prices. This will happen every year too. THe stock price should be $2 just on the credits. Don't forget they have a $100M business.