re:"where do you think the 800m+ shares came from? Sounds like 80%+ to me was delivered already.."
That's your proof? This has traded quite a few times that amount in the past. Back in early June there was over a billion shares traded. The float had been well over 1B way before this deal was ever struck. I hope I'm wrong, but I just don't see this deal happening without some kind of a trade off...as in raising the A/S.