what can go wrong, page-9

yes, von, they said that in the announcement. But the fact is, lots of other companies have denied they are planning a raising and then been forced into it. So while AIO's explanations about the lack of urgency are probably true, their denial about planning a raising isn't. They could change their mind tomorrow.

Secondly, Asciano's gearing "issue" is a real issue ( albeit possibly exaggerated ), and it isn't going away soon.