1) This summer isn't arbitrary. It was set by the MEC. They were on track to reach a deal last month, then they froze up solid. Everything was geared towards a deal. NMB was still open for business, but shortly they will sit this out and wait for the presidential election. The company is now shifting towards the easier winter months. All of the positive catalysts are accounted for, and baked-in.

There is no reason whatsoever that these guys can't close a deal that meets guidance, and delivers significant value. I want to judge whether their best is good enough. We all deserve that, before we follow them into the purgatory that is multi-year negotiations.

2) Let's not get too dramatic trying to figure out solstices and equinoxes here. They're late, but negotiations often don't unfold as expected. If they can behave like a cohesive body, and they can actually get back tot he table, and keep the ball moving, I'll just keep coloring. What I can't excuse is no results, no accountability, no vote, as the opportunity passes.