You've outlined the nub of this situation. Absolutely... I'm new to this thread, but I wonder if there have been blue sky attempts to arrive at a PV of NOT - taking into account the larger picture - in other words what is an estimate of what NOT will be left with? Very very vague at this stage I know, but will it be a large multiple of where we are now? Is all this talk of infrastructure hurting the SP? We keep being urged to sit tight