Check out SSR they just came out with an email report on USG, pretty interesting report. If you're a trader you should sign up to their free newsletter regardless. Their last downgrade was on PLUG, next day it tanked 40%...LOL
Actually seems GREAT and perfect!!
In 2008 Berkshire lent USG $300 million at 10% interest and options to buy shares at $11.40. Berkshire just exercised those options. Pram Watsa's Fairfax Financial got the same sweet deal.