Big announcements coming in the next 2 weeks, page-23

They would have had as much information on performance as the rest of us, unless the company was flagrantly breaching continuous disclosure (which I don’t believe for a second). Anyway those guys who invested probably don’t worry about the next quarterly, when investing $75m, given that quantum of capital it self evidently a long term play.

All I’m saying is that you are a mug to take comfort from thinking that a big institution taking a punt is somehow validation of short term factors in and of itself - they get it wrong timing-wise (and overall) sometimes like the rest of us.