There is only one piece of new information here, that is avz going after boatman
Why now? Shares are in halt, what's the point now? Why not months ago?
Think about it, what would you do? Boatman can't do anything when we are in halt.
It seems likely therefore that avz is preparing to close this out and want all air cleared before we open. They are aware of the boatman overhang and are now clearing this doubt as well.
Nigel is a massive shareholder, I expect this is personal for him