He's making toast, and informs you that the Ninjas and Longface are coming over for tea and Jack Daniels, before offering you a slice of the freshly buttered toast.
How do you react?
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Seeing as he's an unlawful intruder, probably a Mozambique followed by a call to 911 telling dispatch what I'm wearing, where I am in the house and there are more intruders on the way that I'm preparing to deal with.