Had a quick chat with Paul today. He wasn't giving anything away with respect to the timing of things (and rightly so), but the wheels are definitely turning up in China.
It sounds like the whole Chinese New Year thing actually took out business activity for a number of weeks which is something that I was unaware of.
After today's conversion, I'd say jelly78 is spot on with his comments regarding an anticipation of Asian based on market buying of TNP shares. It sounds like those who made a bucket load on BSP are keen to do the same with an investment in TNP, and that the higher volume buying that we saw a while ago was just the start of what is expected in the future.