Everything is possible.
I would find it utterly weird, though, that STAM:
1) make a massive investment in OMN (relative to their fund’s size) in June, knowing full well it is a high-risk proposition,
and then
2) start positioning for a wind-up only six months later, thereby putting additional capital at risk, in the hope of barely getting out flat,
when
3) the underlying business, while still in its early stages, actually seems to be progressing according to plan.
Wouldn’t you say?
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Ann: Change in substantial holding, page-7
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