Ann: Change in substantial holding from SVW, page-59

Hey monsters, I obviously cannot discount any real predator. But with Sevens recent moves, the simplest explanation is usually the right one. Seven takes a big stake in both BPT and DLS... synergies are huge etc etc.

$1.80 in the current POO environment would be close to fair IMHO. But of course, if the Eastern Gas shortage does actually occur, then things might heat up very quickly, for all players which should ensure even higher SPs.