Well, here are my thoughts. The market is expecting a huge Negative Net Asset position. If it comes in @ or below 0.80:1.00, I think it will run up after it heads south for a little while. I really think the key to this is holding on it for a week to a month. If you panic, you'll come off second best IMO.
BNB
babcock & brown limited
negative net asset position, page-10
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