Sure, I think that's right. I actually meant that if JPM are selling or IVA are buying (I think they can acquire another 3% without making a bid) for instance, then we should see a notice shortly to confirm this.
I thought for some reason that Sin Tang were above 5%, but they aren't, so we won't be able to tell if they have been selling over the last few days via a notice.
In retrospect, I should have been patient like you and waited for the bottom, but have been buying all the way down from 70c. I have broken all my own rules in terms of how exposed I am to this, but I just can't see better value elsewhere.
EXS Price at posting:
64.5¢ Sentiment: Buy Disclosure: Held