It's impossible to tell at this point, but we're unquestionably beginning to see the outlines of Nakheel's strategy (and that of its parent, Dubai World) for coping with the crisis and paying off debts: consolidation. Leisurecorp, an operator of golf courses, has into Nakheel. And now the Dubai Multi Commodities Center's property holdings - principally the Jumeirah Lake Towers opposite the Dubai Marina - are also part of the company. Because neither Nakheel or the DMCC are public companies, it's difficult to say how much, if at all, will help it make good on the . Without the company's financials at hand, we don't know how much cash DMCC's property division may be able to offer Nakheel. It's probably a moot point, since both are Dubai World companies, but the timing of the decision could indicate a push towards a consolidation of revenue streams that could ease the ongoing effort to pay off debts. Merging balance sheets could also represent an effort to make the distribution of money from Dubai's all the simpler: giving money to Nakheel means giving money to Dubai World's property portfolio. It'll be interesting to see what the market has to say about all this. Since broke the story yesterday, however, we haven't had a new price for any of Nakheel's three sukuk issues - they were last priced at the end of last week, according to Bloomberg figures. In the meantime, what's your take on this? Will the DMCC story have any effect on Nakheel's December sukuk?