Ann: Change in substantial holding, page-83

Hi @allday

"Love their portfolio of assets" You betcha they do, each one of our majors will be in boots and all if they can get any leverage in the next CR, no matter how big or small, we will have one IMO. The case is just too compelling for them not to muscle in and dangle easy funds. Centro, PB and now Pantera are collectively a big prize. We should not fear a CR, we may be included to some extent, either way the SP will be much higher than where it is now IMO. If by chance we were to somehow grow some major board balls with the help of one or more majors things could be different and favour unrelated debt, we can hope.

Cheers
Phil.