Remember when the Disney news came out and it was around .19 - .20? It soon tanked back down to around .11. .11 was a great buying opportunity; however, don't think many were screaming to get in at that point.
I see this as a great buying opportunity for those needing more shares.
Also, if for instance, Disney told Stan not to make the announcements, Disney could be loading up during this shake out...IMO
When enough loose hands have fallen, and the big investors have loaded up, then the announcements may be made...I'm not selling, but rather loading up a bit more.