I'm expecting a non-trivial YoY turnover on the stills because of degradation and disaster, so those costs likely will still hold. I do read Aguanomics, but I h

I'm expecting a non-trivial YoY turnover on the stills because of degradation and disaster, so those costs likely will still hold. I do read Aguanomics, but I haven't talked with David. Once I have more concrete numbers then I could have a productive talk with him.