Ann: Becoming a substantial holder from SVW, page-9

I think people might be getting a little carried away with takeover talk.

Seven probably just think DLS is a solid company, and that the oil price decline has provided a one-off opportunity to get in at a bargain price. There stake might also give them a seat, or at least some influence over the board. If I had spare cash, I would be adding a few of the mid-sized oilers and blue-chip commodity exporters to my portfolio for the long-term. as well.

Still nice that a large investment group is interested.