Ann: Change to Portfolio , page-2

Well my thoughts on larger than normal volume were baseless.
FAT mm wonder what their agenda is.

The top 10 holders now look somewhat interesting with Orbis, Macquarie and now FAT Prophets.

Is it just the change in tact and discussion about potentially running some of these hotels? Do investors see this as a good move? Change of structure to the stapled entity?

Interesting any how. I hold.