I'd say if BTR talking to AUN and the deal with AME...

I'd say if BTR talking to AUN and the deal with AME doesn't go ahead, it might be worse for AME. I think BTR isn't being valued presently on AME whereas AME SP is double or triple with everyone piling in to get the arbitrage. Arguably the SP would head south if deal fell over. No other suitors around to prop it up otherwise they would have come out of the woodwork already.