RE:JDS/MetchemThey are not saying, but common sense tells one that management was not happy with certain assumptions being made by Metchem. I am sure many of us are familiar with third party analyses that compound several conservative points of view to result in an end product which becomes detached from practical reality.
At face value this could be disturbing, but need not necessarily be so. After sll, JDS is very reputable and is not going to produce anything that is not sound. It is likely a philosophical dispute over treatment of certain variables.
The upside from an investor's point of view is that we are likely going to get an end product which is more readily financeable.