I know enough senior people at Nexen and Opti to know that this is what they are saying.

1) The potential poison pill is a good thing for shareholders. Opti can pick and choose who the potential suitors are. This is good. Those wanting in have to come to the ballgame with a chequebook.

2) Opti has lots of money so there is no potential squeeze play if they are cash short. Nexen will buy another piece if that happens.

3) The timing that I gave before is pretty close.

4) OPTI will not be around at the end of the year. They all agree on that.

5) Look at your own portfolios but I am taking some money off the table at around $10.00, depending on how fast it gets there. Don't look at the 52 week high of $25.00. That was based on the price of oil and enthusiasm about the startup. We won't get there again.

Again this is all conjecture but the stars are aligning.