Interesting to contemplate whether joining the dots with the...

Interesting to contemplate whether joining the dots with the trading yesterday and today withe the article in yesterday's AFR about the SP weakness in the sector etc. The commentary was definitely about the need for consolidation in the sector and AGS was singled out by Warrick Grigor as the best buy currently. Could we have some hostile player entering? Or maybe as Vespasian says it is just the main players shoring up the back doors.

regards
DF