march 1st.., page-59

Hmmm, my guess? A new deal, with weg back in, not as good as the deal we thought we had 2 days before the agm, but not as bad as what was offered on the day of the agm. New deal refects increased value from Hyundai pre-sales, move from explorer to producer and increased iron ore prices. Not a deal everyone will be happy with (including us) but a deal everyone can live with. I reckon the delays post suspension were insisted upon by Tony to really, really make sure that we won't be screwed again, including caste iron penalties for future shenangans by any party, and using the same lawyers that are drafting the round 2 pre-nup for Mr and Mrs Tiger Woods. I'm happy for Tony to take as much time as he needs!

As for it's effect on the sp. Not sure if it really be hammered that much. Any negative terms may be potentially offset by a "peace dividend" and a refocusing by the company on the task at hand.