I did go through the conference call. B80 issues are still far from over. Though gas has started flowing, prices have fallen by almost 40%. In December they would put a fix for D1 issue but they do not sound confident that it would work. They are going for a fund raise as their anticipation of a bonanza from B80 is taking time and debt and working capital issues have come up.
The above observations are based on my limited understanding.
Regards,
Raj
PS: I did sell my position some time back and waiting on the sidelines for the time being.