My thinking is it wont "drift" anywhere. If they dribble out a half baked plan it will fall like a stone to the 7's, if it's got some beef in it one of two things will happen. HHL and others will see it as a volume opportunity and get out stalling the price sub 12.5c, or, if they can be convinced value exists down the track it will re-rate. I agree with Timee, it is common for a suspicious silence before important announcements, be they good or bad.
ACL Price at posting:
9.0¢ Sentiment: Hold Disclosure: Held