Ann: Market Update - Revised Syndicated Facility , page-8

re: Ann: Market Update - Revised Syndicated F... I see HST as similar to PPX. However, PPX has been warned not to sell its profitable assets. Clearly, Orbis and Lazard have different strategies around these things.

Agreed, octain- it's the profit downgrade that has shocked the market. However, as HST is now moving towards its pre-consolidation price, suitors would have to start circling the whole company soon. They love these debt-ridden companies.