Thanks Ease - not a bad theory.
I don't know what to think anymore.
It still bugs the h#ll out of me that Pohl repeated his "I'm perplexed at the SP and have no idea why the SP is so low" mantra at the SHM. If "he" came out and stated that S&L will be converting and selling heavily, it might have negated some uncertainty and kept the SP floating higher. I don't "think" he would have violated any rules by admitting the truth.