re: Ann: Change of Director's Interest No... austted,
I cannot see any other plausible scenario, and don't recall seeing one recently. Is there another scenario? Do the maths.
Allan Gray supports in principle a PXUPA conversion, just that they expect to rape the hybrid holders. It would be a major change in tack for AG to invest further in PaperlinX. First loss is the best loss.
I've expanded upon this theme with figures at
http://www.paperlinx-sux.com/2012/10/where2now-2-meet-coastal-investment-mgt.html
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re: Ann: Change of Director's Interest No... austted,I cannot...
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