yes, von, they said that in the announcement. But the fact is,...

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.