No, a recap doesn't make much sense for OCP, it's more a possible scenario if the Cambodian arbitration found the Vendor within his rights to cancel the lease. In that case, I would assume DNA would become insolvent. After a refinance/part sale of Aristo to OCP hypothetically, they would still essentially get most of the Aristo to help cover loan.
Though, I don't think the lease case will result in the effective confiscation of Star Vegas. More likely though, DNA retains Star Vegas and OCP are incentivised to continue the legal actions and benefit from any improvement in the shareprice.
I think there will surely have to be a company annoucement regarding this effective change of control tommorow. Reckon Ben Lim will resign and Ben Reichel step in? I wouldn't be suprised. Surely OCP will also move to install at least a couple of board members as well.
