I think there is enough hints from media announcements and noting Mac's position in VOW for the puzzle to have been put together without a threat from IT - the market is a tightly regulated affair after all and self regulation is a wonderful thing - eh.
My money was on a mid week release and by luck it seems this was the first announcement timing I have ever got right!
I agree with your comment that sentiment is now more positive and various articles using 'goggle' allude to the SP rerating as being a very real thing. I bought in the low fifty range so feel happy with the way things are going. Six months down the track will be interesting to see where we are at.
Good to see another poster.
PE
YBR Price at posting:
64.5¢ Sentiment: LT Buy Disclosure: Held