valuation dates and book values, page-84

Haka,
I was not refering to any poster, didn't even realize you posted on this thread. It was a general comment about many CNP posters on HC not fully understanding what they have purchased. It is easily for CK to spot weak posters on CNP & start the debate, because they just keep coming back for more. Assets sales will be related to yields on assets & believe they are holding up in US better than expected. If as you say sales were at 30% discount to book values, I wouldn't need to do anymore research as it would be close to game over! Personally believe if discount in US sales ,they won't be that large & Australia may surprise with some centres making more than book value, but this is only my personal view. Keeping management rights would be a huge bonus! Lets wait & see how it evolves.
Regards
Buffett