But, the bottom line is that we are investing in Falcon because of the potential value of those assets hold.

Agreed. Still, I am quite sure readers of your note said, "Great, I have two wonderful assets, if they don't pan out, Solly showed me that S&P says I can still get $0.47, what a no brainer". Wrong wrong wrong.

You can't be serious. You don't really believe that prospective Falcon investors actually would make their final decision based on the later instead of the former.

Really, I have a higher regard pertaining to investors intelligence.