shakeout, page-43

Another example of how FA works.
Instos bought 11/12 @ 75c, their FA valuation 80c with high growth potential, but managed to get a small allocation. The amount in their portfolio is less than 1%, and has a very insignificant effect on their portfolio performance.
Hedge funds approach to lend in order to short.
While HFs short LYC lower, instos bought more at lower price in 3 to 6 months and earned for lending the stock.

There will be a time when the true value will /or about to be revealed by sales, cashflows and profits. The SP will meet FA expectations and the Instos / Fund managers portfolio performance, with an overweight position on LYC, will outperform the S&P indices and other similiar Australian funds.

Therefore the true value of LYC according to FA will either gradually crepe up or abruptly shot up when the time is ripe ie when the SM wake up to the fact.
The potential EPS and dividends will be revealed and the SM cannot deny LYC true value any longer.