1. No action...for 6 months then an asset revaluation.
2. Some action at good prices.
The choice being *no action* wait 6 months re valuation or *some action* at good prices and then revaluation. Such is talent at BNB and BBP, when what is needed is a revamp of the BNB model to include ALL the satelites.
And one good sale or one good asset revaluation.