Moving Parts
Once they get fair treatment from the Strath share issue, the path will be more clear. Those shares are possibly worth $100MM + . That cash will then be deployed, likely against the debt, cause the banks will want all of it.
POU owns the NVA shares for a reason that only they magically know. POU may buy more or sell their position, for "investment purposes" - a standard answer once over 10%.
So if NVA is viewed as weak now, which they appear to be, someone will show up and take them out to keep the banks from foaming at the mouth.
Market valuations are not strong now, so good time for someone to pounce.