I gained the most I ever have in one day in my real life portfolio today because of a position I took a couple months ago after reading things on OVH here. Thanks Charlie MM! for real. 

Australian newspaper today reported Moelis Investment Bank potentially interested in OVH

https://www.theaustralian.com.au/business/dataroom/moelis-looms-over-onevue-holdings/news-story/07fbebb09bae2a2e8bf7196489d045cc

Very happy to have started my position on Strawman, with a donw day.  Given the theory of impacts of base rates, it could not be better :-)