Management look like they be facing a short-term cash-flow...

Management look like they be facing a short-term cash-flow squeeze. Lucky they have deal pockets.

I still think CG is looking at a medium term trade sale of IVO and the sp is way off what it should be given where we sit and the product suite.

It's a shame there was bad blood with the management who left and who have put significant downward presure on the sp by dumping their holdings on the market.

That's way I've put my money into the oppies. Nice long duration and virtually in the money. Only problem is there is next to no liquidity.

Happy to wait for the market to catch up and for the good news to flow and story to slowly get out.