i wouldnt get too excited. Customers could announce another 10...

i wouldnt get too excited. Customers could announce another 10 branding deals and it won't have the slightest impact. Who knows what they're worth anyway...
What is exciting is HHL buying. they've bought 42 million CUS shares since mid September (88 million have been traded). Somethings up. in the 2 weeks after their previous shareholder notice (7/11), they picked up another 16 million shares. if it was purely about getting the best return for their fund, and considering the recent selling pressure in CUS shares and the general market mood, surely they could have bought at better prices closer to the mid-teens if they just stood back. So why are they rushing in now?? I cant imagine anything exciting happening until we get closer to direct charging. there would have been plenty of time to increase their stake during '08.