Got it from a contact at ABN in Sydney. The research came from the analyst there.
I haven't got the ability to cut and paste the Valuation table but DBCT and PD Ports add up to net equity of 48c per share. Therefore a 100% sale of both would pay off $1.2B of corporate debt....virtually eliminated. This must be done.
As for DBCT being the jewel in the crown? NGPL is valued at 52c per BBI security on its own.
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