Well, I cant think of any other way to explain the lack of substantial holder disclosures.. except to suggest they are simply not complying with regulations.. which seems unlikely
If this scenario is right, then that means 'we' have collectively absorbed 35-40mil of their shares already.. while we were waiting for them to start selling...
If they do decide to hold just under 5% 'investment', then that takes roughly another 30mil shares out of play too!