BBI 0.00% $3.98 babcock & brown infrastructure group

bail out or hang in, page-32

  1. 213 Posts.
    apples,

    It aint a sellers market.
    Instead of focusing your analysis on the mid-point of the GS report, what happens if you focus on the low end?

    What I said re 'hope', what I meant was, I dont invest in shares/securities based on HOPE. I invest on detailed analysis, and assumptions/estimations.

    By the way, I think our definitions of 'ripper' are different. Massively different.

    8.7x isnt cheap.

    PD ports gaaaawn
    50% of DBCT gaaawn
    Euroports, likely that most of position will be gaaawn when the adjust to the sales consideration is made.
    AED&T gaaawn (proceeds to BEPPA).

    Where is the growth gonna come from?
    (apart from NGPL - a quality asset)
 
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