Thank you for your comment WB, eventually the article on SA does not seem to be too far away from your call :-). You got my "like" here an there.

Just out of curiosity, what would be your call on distribution of the T-P/C-O spinnof among current shareholders? Jon Evans is a nice guy, but surely they do it to "unlock" value for the company, so I dont see too much to be given away. What would be your take on this one? Granted, it is a long shot at the moment...