thanks dhukka,
would love to hear the explanation that you are given, i'm not in a position to contact them at the moment, so would be great to know what you are told.
maybe you could ask whether the capital raising would have been needed if the Adslot purchase was not occurring?
interesting article below.
http://www.nytimes.com/2009/07/27/technology/27disney.html?_r=1&emc=eta1