theyve prev said they wont provide guidance on unit basis and...

theyve prev said they wont provide guidance on unit basis and just want the cashflow statements to speak for themselves

personally i think that could be an error at this point given the readthrough is becoming messier and market cap moved up - esp as probably only needs one insight to move through to when cashflows do become material and they can drop all reference to units from there

but may well be considerations for it

having said that an announcement of another min guaranteed contract would have the same effect

important not to get too myopic about the announcement of a given day - this is just another piece