Here are a few threads to look through. Slightly on the rampy side and while the timelines are a bit off, they summarise the opportunity well.
https://hotcopper.com.au/threads/the-kpo-jigsaw-puzzle.3179390/#.WU4Bh4V_WEc
https://hotcopper.com.au/threads/decoding-the-announcement-kpo-puzzle.3255620/#.WU4CLoV_WEc
Here are a few threads to look through. Slightly on the rampy...
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