Pure speculation here but I figure WTH, while we wait...

If we, as retail shareholders, know of Elmer's intentions to recommend ROFO/monetization of SC following the latest batch of data then surely Teck knows....if they weren't the first to know some time ago, as has been speculated.

So, if I'm Teck I take the totality of the data available and crunch my own valuations from that to approach negotiations with CUU, and probably Newmont, as the presumptive partner going forward. Such things would take time, as the number crunching itself takes time, then any valuations and all the back/forth internally within Teck and then between Teck/Newmont would take time. Teck and Newmont would also have to agree on the split of their partnership and how to compensate CUU for its share.

And all of this would theoretically occur before CUU is given the data. CUU then would take that data and do its own independent valuation as Elmer has stated. More time on that one.

Thoughts?

K