They are still,hanging in there on board of Callon Petroleum, perhaps given Callon and Antares are both Permian based ,a merger / takeover is on the cards. Callon is 3-4 times the market cap so establish position in AZZ then use influence of board of,Callon to engage in some sort of corporate deal that facilitates a healthy profit/ exit strategy for their AZZ position. That's my conspiracy theory for today.