re: wbc & cba & bt substantial holders, page-12

re: wbc & cba & bt substantial holders The ports are great assets no doubt about it.

There are a limited amount, and they are costly and time consuming to build more if you can at all

The problem is that volumes through the ports will undoubtedly dip, which means a reduction in revenue. This will apply to pacific national etc as well

The big question is how much will there revenue decline by, and if it is significant will the banks roll the debt on good terms?

Also what banks are in the sydicates, and what is the effect if a foreign bank or CBA decided not to roll.

This is why in this market people are cutting and running. Companies are getting screwed left and right by foreign banks and cba.

Has anyone thought about Toll in this equation????