Once again Mocha, you & I seem aligned on our interpretations of the situation & have come to conclusions.
Based on what I have been able to piece together from a similar approach, I came to a similar conclusion that we could be looking at anything from 13-25moz in the very near term given the acquisition is now done & they have had plenty of time to analyse.
Again, as you said, all purely speculation, but I thought I would comment given we came up with very similar numbers.
good luck, it could be a great couple of weeks for us all.