Bank, I'm glad you stressed the word "maybe". The assessment you lay out IMO is a best case scenario. It's contingent on a lot of things playing out almost perfectly. The biggest being that DAC actually sells a good number of BiBs. Otherwise, DAC's stock price is going to be in the toilet much like WSGI's. I think WSGI sold LTAS simply out of desperation. LTAS was too big for them to digest, and it was bankrupting the company. The sale seems to have been necessary to save the company.
I don't know about jello, but in a nod to Windfalls, I'm not sure if I'm more upset that he shattered my dreams about greatness for WSGI or that I'm not going to wake up and find Kate Upton next to me.