Yahoo deal seems to have gone! See here: http://finance.yahoo.com/tech-ticker/article/15033/Decker-We-Never-Got-33-Offer-in-Writing
CCU is done deal, short OCT 30 puts. It's all about what people can see. With all the inflation skyrocketing steel price, to build those outdoor Billboards would cost tons of more. Banks think 36 is the right price, the deal is done deal. Same way they play Yahoo stocks.