DNA & OCP where to from here, page-5

Considering OCP's equity holding in the business is all they have to show for a very large margin loan, plus the (much smaller) outlay for 9.35% of DNA earlier this year, I think it only makes sense that OCP will move to stabilise the business. Only after this would they consider an exit to institutional or trade buyers, otherwise their stake is going to worth well under the estimated loan amount. (Mind you, if internally they decide they have an equally or better opportunity for what's left of the capital they may look for a quick exit.) I also think the legal proceedings in Singapore would be considered as a potential asset, particularly if some of the Vendor's Singaporean assets are frozen. Lots of theories here thanks guys, though the simplest answer of OCP being on board for a while to drive appreciation of their 37% stake while deploying any cash to buy backs is probably the most likely option. Assuming of course that the lease arbitration goes in DNA's favor. Scenarios around a quick sale to the Vendor don't make a lot of sense, they'd be leaving a lot of value on the table, and hanging around for the resolution of these legal matters over the next year would clear the air around the stock increasing it's value. OCP seemed happy to take a large percentage of equity in SVH for their refinance presumably with a several year time horizon, they may have the same time horizon here as well.