market cap and nav, page-86

Nathan,

My question is, with 100% of DBCT sold, is there that much value in continuing with BBI?

They have NGPL left, but do not own all of it, PD Ports - that one confuses the hell out of me. West_Net rail which needs an upgrade.

Not sure if I want to convert because I'm not quite convinced how strong the BBI of the future will be post DBCT sale.

One fact is that they have saved a tonne of $$$ by not paying divies. Where is all the money going? Into the sweep?