When Piedmont puts out their trash in a few hours time, we'll...

When Piedmont puts out their trash in a few hours time, we'll understand why they made this move - LOW on cash - hand was forced.

Their equity accounting methods are out the door now - and accounts will be diminished, showing less attraction to potential investors.

I see this as an opportunity for SYA going forward i.e. unshackeled from PLL 'significant influence over SYA' rhetoric. It's a chance for the 2 Lucases to really show the value they bring to the table now. I don't believe they will stuff it up.

The real unknown in all of this is the merger/takeover risk, which I rate as high. I think we'll know the answer to that on or before cracker night.