break out , page-54

Aswin,
How do you know what "the market" is concerned about?
A cap raising is so unlikely it's not even funny but I find it frustrating that it keeps coming up.
14 pc gearing. You gear up from there IF u need to. You don't capital raise. Also Alcoa is here with 40 pc holding. At worst but again so unlikely is a rights issue. So start thinking straight because say u have WAC do a rights issue. Alcoa is going to participate. The rights issue might raise say 10pc more stock or more. Alcoa just participates and puts in a bit more taking holdings to 50pc then awc becomes a controlled entity good and proper. Why bother with this process it is dumb. My opinion is I think the volume is heavy I don't think it's just being shorted. There is accumulation going on in my opinion. I feel awc is a possible takeover target. This should take awc back to somewhere near fair value. Soft aluminum prices doesn't cover it. Analysts and brokers seem to have awc a hold or buy.

You feeling me?