off again, page-21

I am sure ARW is an embarrassment for AMU, but it is not a significant item on their Balance Sheet. That's the reality of it. holders of both in the past have possibly sold down both along the way which has not assisted AMU momentum. I still think AMU will be a solid winner going forward, all things being equal, a dash of good luck with the wild cat drilling, and a sprinkle of left field brilliance from RBC.