I can't say as we can make sense even now of what happened, but we can at least speculate. So we did.
UPDATE: Apparently at least some of you can't hear all of us on the recording. Sorry about that. We'll see if it is a fixable problem.
Allen, Sid and Francisco try to figure out what went wrong and when for the Marcelino-Villarreal relationship. We're still as stunned as you are, folks.