Ann: Becoming a substantial holder, page-3

Two LT horizon funds from Netherlands must have a LT investment strategy of looking for stocks as recovery plays on a very LT "horizon" IMHO. It's hard to see a LT horizon for BOL, that is in itself the most optimistic sentiment for the last year or so. BOL could be worth a breakup value for the cranes, contracts and therefore sentiment on BOL did not rise since the two Dutch funds entered, no pumping in either news or announcements and now 2x as many sellers as buyers. Major funds are now ceasing to hold which is to be expected after Brendan gave his melancholy MD address at the annual gloom meeting, even the "one boom" had us thinking that they are indicating the one boom can only continue the way it is going IMO but DYOR.