Of course we do mate! You'd never bank on it, cause shells are so unpredictable but the re-rate you get from the right projects being vended into low ev names, priced for failure, is why we put a small % of our folio in these things at all. 1c wouldn't be a large ev but we need to wait and see what goes in and how much scrip/cash is involved and what price the raise is done at. It's all in the hands of the corporate guys here and where they want to take it. Also need to consider the potential for Ch1&2, in which case, they'd probably have to apply for a waiver and re-list at 2, 5, 10c etc
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