Whether the market has any idea or not they still form an...

Whether the market has any idea or not they still form an opinion. From my perspective as a long term bull as per your description, I am of the opinion that deals will be later than sooner resulting in SP weakness in the short to medium term, thus providing a re entry at lower prices. One can read what they like into the Washer and McDonald emails. Some will say an earlier deal whist I am guessing a later deal. Still a long way to go in 2015. One thing for sure whether early or late a good announcement will make this fly just like 19/2/15