Ann: Change in substantial holding, page-113

Gina looking the big winner to me, flushed out the 2D's @ 28c by not budging on the 28c offer which is a deep discount to fair value. Now looks like MIN(?) will do the tidy up. I think Gina might have been happy to hold WGO and gain access to WE gas. But, if MIN is the other buyer, then I expect them both to roll into the STX 1:1 (or might STX need to make it 1.2:1?) as MIN have LD already. STX with the support of the major holders will be very very close to compulsory acquisition of WGO. Happy to sit tight and let this unfold as 35c is very close to the 38c that I considered fair value.