The truth of it is the market doesn't actually know, sure there's speculation about why Frank sold however that's what it is - speculation.
From my own observations, interest in ORD does appear to be waning somewhat and with the state of the global economy worsening on many fronts, including China, I wonder whether ORD really is still a long term buy?
IMO it may be worth reading some of the threads on the ASX-General & Commodities "gold" forums for those interesting in the bigger picture.
Good luck to all
WC8
VAN Price at posting:
9.8¢ Sentiment: None Disclosure: Not Held