From tarulestheday on Shareholders Unite. He's a long time poster. If true, it's basically game over and the stock is going much higher.
"Interesting tidbit from Fido if true and would explain the latest delays.
IOC had a deal locked down late 2012 where JKM would build/own the plant and XOM would be the operator. However, a new and high bidder for the SD threw a new requirement into the mix that IOC had to try to accommodate due to the very good $$ bid. They are trying to work through this requirement now with JKM and XOM. These are very good "problems" to have."