fleas on a dog, page-5

They would have already provided some info to EGO as part of the 249D request as it has to be included in the Notice of Meeting.

The Notice of Meeting must be issued within three weeks of the request so two weeks left before that must be issued.

I would presume that the bulk of their reasoning would be held back from EGO and released to shareholders once the date of the meeting is known. EGO must give a minimum of 4 weeks notice for the meeting and it must be held by 27/11/13 (two months after the lodgement of the 249D request).

Under Corporations Law EGO & ERM are required to lodge a copy of any correspondence with ASIC 14 days prior to making the information public. Gives ASIC time to supposedly scrutinise the information and veto anything they feel doesn't comply with the law.