Based on what I got from my discussion with Mike at the show, he was eager for the post-BFS 120 days to start. I think thats when the fun begins. The BFS will come out (hopefully soon) then the countdown while the reRE is being calculated (which might drag out). With Ernesto clearing out the debt and the Prospectus filed last year it seems the CUU team is just waiting for the labs like us.
If somebody gets Ernesto's number let the board know... he is the only person we haven't spoken to so far ;).
Side Note: I personally think a controlled Greece default is already priced in (with a deal expected to write off a substantial amount of debt). However, the remaining Stooges: Italy, Portugal, Ireland, Spain must get their financing together fast right after this. Still much risk but the potential to muddle through Nov 2012 is there.