i think we need to stop looking at it from the perspective of...

i think we need to stop looking at it from the perspective of what OZ would like, and instead look at it from the potential buyers perspective. The buyers are in the box seat and they will dictate what assets are sold. Its a buyers market, and the buyers will be looking at the best assets, not the non-performing ones

as far as i am concerned, PH is as good as gone, with OZ perhaps maintaining a minority stake at best.