SABMiller and Modelo? Really?

Yes, that's the combination that Reuters broke yesterday. SABMiller and Grupo Modelo apparently had "informal talks" recently to "explore options including a merger of Modelo and SABMiller, according to sources familiar with the situation." Particularly if InBev consummates its deal with A-B, and its nearly 50% of Modelo.Really? Perhaps. An SABMiller-owned Modelo would certainly change the landscape here in the US, though it's unclear what effect, if any, it would have on Crown.But remember that SABMiller folks are, if anything,