Mike you wrote: " I doubt the Maersk deal will ever happen either."
PLEASE Google WSJ news story by Patrick Fitzgerald dated 8/25/15 4:10pm: "Hercules wins approval of restructuring pact" which appeared AH yesterday. NOTE: Judge signs off on pact - "clearing the way for bondholders to swap some $1.2B debt in return for control of the offshore oil and gas driller." ALSO NOTE: "The judge also approves a pledge by bondholders to backstop a $450M loan to fund HEROQ's exit from chapter 11." CONTINUED: "The judge's ruling put the Houston-based company on track to complete its quick rinse prepackaged bankruptcy by the end of the year."
1. Per Wills: "We think we can get in the $210 to $220 range with the current capacity we have."
2. "Fifth Gear guidance does not include any synergies with SPDC.
3. Third new customer in pipeline (making a total of 8 new customers). All will contribute to 2016 numbers.
We have always stated that we believe that the guidance is EXTREMELY CONSERVATIVE. They have alluded to it