Borgas believe Capex would be significantly under 1 Bn $, and the two criterias ICL need to convince themselfs to be met are: 1st an EastAfrican market, and 2nd an Opex lower then ICL`s DSW (about 146$/ton in 2012) Allanas projected Opex is 125$, so I think its fair to say ICL should be convinced rather soon, well in the next 4½ months anyway if we take Borgas on his word.