Ann: Change in substantial holding, page-9

Don't need to look far. One right next door- Thai Vendor.

If OCP lend at 50c in a dollar, they will need approx 65 mil to sell their stake to regain their capital. That works out to be 20c. 

Vendor earns 240mil USD cash and management fee of 2 years.  380 mil AUD cash in the pocket. 

Just need 80 to 100 mil to buy out OCP to take controlling interest. 

- Sweet revenge against Lims
- Drop lawsuit - zero risk of 190 mil USD payout
- Regain previous asset that may have synergy with asset next door 
- Gain control all assets in Vietnam 

Becomes number 1 casino operator in Indo China and with 280 mil AUD in the pocket. Nice move!