What is the groups opinion on the potential of RBS having to divest its stake in the commodities business?

Generally,it sounds like a long term, messy and confusing situation, and stock price performance doesn't general likely confusing.

If RBS does have to sell its stake, do you think it would be worth more/less than it might be valued on their books..and would that have any bearing on SRE's perceived value of its share of the JV?

Thoughts?