For me the main game changer is phosphate prices! If I get new info that significantly increases the likelyhood of recession in China (likelyhood of a huge real estate market causing economy crash) or India (likelyhood of high debt cause spending cuts) I would sell in a second. Even if a story comes out that Joe met with Warren Buffet, if phophate prices outlook falls, I'm out no regrets.

Another game changer for me it utter incompetence or fraud by company management. Delays is a concern but I figure, if they can attract the greatest hedge fund manager of the century and keep him onboard for over 2 years, get IFFCO on their board, get Wengfu interested, engage a well established Nomura, I figure they have some promise in negotiating skills. This promise for me trumps the delay issue ...but only for now.