You know the sector better than anybody.
What really matters to the E and P companies, frankly, is getting their borrowing base firmed up. With the decline in prices, there's a real risk that the borrowing base gets firmed up at too low a price and asset value, so it's the EDC guarantee that is much more time sensitive and urgent, because that's what's essential to get the borrowing base bolstered up at an acceptable price.
For most clients we talk to about the liquidity we can provide, which they want, they need and they'll get, the top priority for them is to get their borrowing base firmed up with their bank, so that's where the EDC solution is required, but we don't play a role. We're ready, but I frankly don't think that the junior loan we're providing is going to be a critical path for most E and P companies. It's the borrowing base and the guarantee that they need first.