Hope you guys don't mind me still commenting.
The arbitrage (buying CZI & selling OZL) leaves Caspin as a free pickup.
That means a alternative strategy (hedge) fund that specialises in arbitrages will be able to do just that.
See how Brahmin has popped up on the substantial holders SH list with 6 %. They could easily be warehousing the Caspin for CHN or other interested party. All IMVHO.
