It's fine to hold both holdings at the moment; my research indicates that there is an imminent short covering (13M short position - went up last 7 days delayed data)), and possible re-balancing (last canary). So the public hearing is Sept? so a decent two-three months trading. It's become a fork as their OTC play can be moved by small purchase of 1M shares. Global X, as modest position of 4M shares on ASX, and rest of the 36M is presumably the OTC. So hypothetically if Global X lobs a grenade as says "re-balance-out" (which I doubt, they are notorious to hold until absolute end - cause a mini-spike; then dump), holder have good two weeks possibly to get the hell out of there (and also time-delay between markets). Note also from all the Trading Halts held OTC has not been halted despite there being a provision to do so.
On our side here there is potentially a lot of news announcements based on that timeline on the preso; which probably gives some good entry point to the above holders. The AGM sept will also give us an idea of CR if any this 12 months, default 15% with no shareholder approval?. We are on watch with Global X.
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