I made the observation several months ago to the effect it looks like playing for position and not $.
So who would do that #1...and why #2...
I can understand the defensive play, say for example, Geert.
Who is "raiding" and why bother ?
How much did we say their production facility is worth $ ?
Burn it down, sell that off, pocket a chunk of change ?
Who is in a position to get paid off in the event of bankruptcy ?