The problem with investing is our ability to see the whole picture. Th silver lining on the blackcloud is illusive as it is in seeing who will benefit from the bad situation. I think ICL has no choice other than to reduce business in Israel unless they can get a reversal of the tax decision. That couldmake this partnership more important to them and make when this project reachs commercial profitability even more important. But as you say logic and the markets often are not seen in the same places.

As for NIC no decision is foor sure. Unfortunately non of us have a crystal ball. We are not all seeing so all we can hope to have is a litle more forsight than the next guy.