buy, page-20

Nice summary.. the upside is tantalizing, particularly if AFG off load their stake (10m shares) to someone who sees an opportunity to realise the embedded value.

I have been promised a seat at a briefing from the coy when they come to town in the next week or two...

Cna't see too much downside in the short term..

I keep hammering concern about renewing the debt facility, the response I get is relax, this will be easier to deal with than you think. Hope that is right.