Yes Colin I would think it is someone jumping ship, I personally know two that have lowered there holding, but I also know a couple who are very keen on mantle as well and actively buying.
Who's going to be right in the long term?
Personally I hope the bulls!!!
I noticed Rose of Denmark is becoming very prominent in the latest reports, I had done plenty of research on our JV partner and they do have the dollars to back it.
I would not be surprised to see Rose of Denmark kicked off before MorningStar or even an extension of the JV to involve Morningstar.