Any thoughts on the price action?
Are we thinking BPF will meet earnings targets so class B shares convert and everyone gets diluted, or do we think they won't meet targets and Class Bs lapse (so no dilution but no target met?)
Is this short term Lose /Lose?
Does anyone know when / if the Class Bs lapse - is it 2014/2015 year (ie result to June 2015?)
Not sure whether to top up or ride it out.
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