I don't think it [cap raising ATM] is necessarily a bad thing if...

I don't think it [cap raising ATM] is necessarily a bad thing if you are in for the longer ride. If you have a xmas target for SP vs revenue increases you will think different possibly but who knows how the SP will go on that in the short term? IMHO only, I wouldn't care either way as I am confident they have their internal stuff coming together well and processes for integration nicely established. Whether we hit 40c before or after Xmas, I don't care. I feel strongly it's coming.