I also believe in Golfyeti's Galore and Schaft Creek theory.  

The lab results of the latest SC drill program are expected sometime in mid-November, according to Elmer.

 I think the final steps for a definitive sale of SC are now being taken.  I too have the feeling that Teck (and possibly Newmont) will now make quick steps and buy out CF.  in that case a ROFO (and therefore a new PEA) is not necessary.