Don't be bitter, I think this will boil down to 'timing' and some may say bad luck (power issues in Mexico).
I don't like to see share dilution myself, but it makes sense to keep the RoF options open.
Something tells me 2011 in the RoF will be 'crazy' with all ducks lining up nicely- majors, $, FN and Govt't $ (Jim realizes this & does not want to miss the boat).
Might not seem like a good idea today, but I think it will be (however, hindsight is 20/20)
Keep the faith! UC will be fine
All the best
Trace