clubhouse19...someone on the SI site figured out that the monetized funds were really necessary to cover operations in the early part of the year, but if Orbite can get the SP to plus $4.50 there's a fair amount of cash mid year presuming warrants exchanged as well as debenture converted, to add to HPA revenues for pre-ordering equipment for the next phase.  When the RUSAL thing came out last March, there was some speculation the $25 million from a signed JV might fund some pre-ordering around this time frame.  I guess we can speculate too. The showcase HPA plant must come first before the JVs, but the beat goes on nonetheless.