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justin_a_lyesse

12/01/14 6:08 PM

#11424 RE: ertwo #11423

In my opinion, options 1 or 2 are not in the cards. If there was a buyout offer from ICL for either just the MOP or both MOP and SOP, we would have had a news release of ANY offers to buy. Also, how could they schedule a vote when any buyout could escalate into a bidding war? The third option is a possibility, but that would only make sense if the financing situation were dire (IE, not happening). For me, the most likely reason is that we will be voting on a spin-off for the SOP. The PEA is due in Jan so it would make sense that FA wants to get moving on this.