Very intresting - As you all know I am not part of BR crew!
This JPM statment may links to this -see the link below:
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=1242167&msgid=6978373
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=1243082&msgid=6983098
Cheers
SAT