"but I would say that if anyone was going to do a supply deal with SK that it would most likely not be until this new company is formed which is planned for April 1"
That's a ridiculous notion. Businesses do not 'shut down' just because of a restructure!
It will be business as usual and whichever unit is currently negotiating upstream materials supply will be just transferred into the new structure. There will be disruption at the senior executive level but not at operational levels.
But for the diehards here, I suppose any justification of SKI's tardiness is better than none.
"but I would say that if anyone was going to do a supply deal...
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