a quick read of the sept quarter report may give a few clues. page 5 re arcadia would be fist stab http://www.aspectfinancial.com.au/docserver/01114701.pdf?fileid=01114701&datedir=20101029&edt=MjAxMC0xMi0wNisxODozOTozMSsxMjArNjMxNDI0MzQrZXRyYWRleG1sK3JlZGlyZWN0Ky9pbWFnZXNpZ25hbC9lcnJvcnBhZ2VzL0V0cmFkZVBERlRpbWVvdXQuaHRtbCsvaW1hZ2VzaWduYWwvZXJyb3JwYWdlcy9wZGZkZWxheWVkLmpzcA==&popup=true