so from your observations at the sidelines, how did PEN go?...

so from your observations at the sidelines, how did PEN go? What's the downgrade in production? Is it ziltch? That was my worst case scenario and absolutely considered it a possibility, however given it's a revised production guidance, I can't help but see green lights... they're finally on the home straight and producing.

With that said, I think it is more far more likely production IS now legitimately on the cards, afterall, they did say June quarter was the one.