Ann: Antas Crushing Upgrade Underway, page-9

hi robbo,

I would say AVB would have been well aware of the situation, could be a rebalance, they have done zillions all over the comodities space all year, this is so close to nothing, I will call it nothing! each can decide.

The reason I say AVB were/are likely aware of it, in fact most likely far more involved than we will ever know is on the announcements both on the same day from different directions, perceptions wise one was good and one not so good, but hey perceptions are just that.

Anyway IMO, no coincidence, rather just normal mitigation management. As for playing games, well being extremely close to both Ind funds and Hedge funds I would just say it's everyday business, manipulating the market is what they do every day, I just don't sweat it.

I guess we will see, but I am not sure such coincidental announcements fit well with any separate planned selling down of AVB by Blackrock.

I am very pleased to see the volumes on up trend on the up trend, but as we know nothing should keep going in one direction, we need healthy consolidations as we go, but go we will IMHO.

Cheers
Phil.