From what i can tell, and i could be wrong but it seems like DB is acting as prime broker for Focus Capital Management aka Matthew's Capital Partners. It is also possible Matthew's has borrowed for its AOE trade, i saw 5% margin mentioned in one of the agreements, if this is the case and they are trading on margin you wouldn't expect them to be holding this long-term given the financing costs associated with trading on margin. Anyway, like i said at the beginning i could be wrong but that is how i read it.
s.loeb
AOE Price at posting:
$4.43 Sentiment: LT Buy Disclosure: Held
