announcement out stella sale, page-11

Yes if managed correctly the 35% stake will be worth heaps in a few yrs. My only concern is that the Stella Management must be specialists in that area & that area alone. Over the last few years MFS made some stupid appointments to oversee the Managment Rights Busines & Travel areas. Their management turnover was horrendous. STABILITY will be the key to any worth going forward. Rolf Krecklenberg will be going over to CVC, so I guess his agenda will be unknown for awhile. Chris Scott will ensure that that side of the business will be profitable (42,000,000 personal reasons) and managed with attention to expense spending in particular.
Most people are concerned that if or when MFS or OCT opens that the margin calls will be a killer. If we know by then who the Board is then maybe some investors may think of it as a bargain - who knows.
I don't know anything about their finanacial services business, only that it comes as no surprise that it maybe worthless.