yes well said... even with a conservative long range spot price of $50-$70 pt and conservative production of 20-40 mtpa it is not out of the question to see 1.5 -2.5 B annual earnings by 2014 - 15.
Even with the high capex, the long term synergies and the actual size of the combined resources would more than adequately support a sp of $5-10 over the next few years in the ramp up to full production.