Suedunnam, I think you misunderstood my question. You originally stated on 6/25:
". . . When California is desperate to improve infrastructure, that looks like a nice asset."
Because the discussion thread was about EWCR, I assumed that you referred to EWCR as "a nice asset". I then asked if you might identify what is the 'nice asset' held by EWCR, not what is your definition of your term 'nice asset'.
Now, perhaps you could indicate what you think is the 'nice asset' held by EWCR?