Two events in sight.ONE is the continued cautionary,which in my book means the deal to seperately list the tobbaco or sell to a third entity is definitely more likely than the MTN deal at this stage.REM never wastes money so thats why i think it will go through.REM always trades at a discount to NAV and if they go through with the deal then the discount is likely to fall away.Since 45% of their income comes from tobacco this deal could have a great effect on their future earnings.RCH has said that will also sell theit BAT shares.Both companies would never admit it,but the stigma attached to "baccy" and the possibility of litigation somewhere down the line from class actions by Richard Spoor and his buddies will also be avoided by such a move.Both companies will have a great deal of cash on hand.TWO After a good year the final declarations are coming up.
