Platina....as I wade thru todays posts I find the urge to respond to this one. Great post. Bottom line: Addax wants more of what they believe to be in the block.
In reference to Overt bailing.....if Meridian was correct (and I have no reason to doubt his comment) and Overt couldn't pay their share.....they went on fire sale and Addax gladly offerred them a fraction of their true future value and smiled as they signed the check.
Thanks for putting the play in perspective Platina.