I disagree. They could reprice the book at their cost of funding and make the deal very EPS accretive.
No one has a cheaper cost of funding than CBA.
At this level.Blind shorts should be aware that Mac, NAB and CBA would be interested.
CBA would be the best fit.
SOomeone might start building a stake or blocking stake below 11.
The Guru says the risk reward has changed. Beleive me or not. I have been right on this stock.
This could finish up !
Well see.
DO your own research as I can be wrong.
BNB
babcock & brown limited
guru is back in at 9.70, page-3
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