I'm pretty sure its a fixed cost per meter no matter which...

I'm pretty sure its a fixed cost per meter no matter which machine they use & it would be in their interest to produce as much as possible if the demand is there. It's a matter of build it & they will come (albeit slow for now but hopefully ramping up) as the tech surely is disruptive to the industry. The 10 mil MC certainly does not reflect the real value & as Oscar says we need to preserve costs as they build the income stream. Would be great to see them do some big deals in China if they're about to throw some major stimulus into the economy.