I don't think it's all that likely to happen, but if it does happen as a cash purchase, that would sop up a lot of the excess capital in the industry. It might send us on for a few years of firmer rates and better profitability in the remaining companies. That would be a very nice opportunity.
Probably won't happen, but most opportunities are unlikely until after they happen.
Sop up the industry's excess capital? Are you on crack or something? The entire capital base of the two companies is barely a rounding error in estimating the industry's capital. You must be some kind of fool.