target price > $5.10 - $5.75, page-22

Ok so this topic went slightly of skew with talk of BAF, but Hadndoe let me address the dividends of both.

BLA - HAAAAAAAA, there is ZERO chance of BLA paying the same dividend this year. The only question how bad will the accounts be for 2017/18 with the new accounting system. Last year they paid the dividend out of money they hadn't received. This year the new accounting standards will probably show that they are loosing money. So yeah, I'd even be surprised if they pay any dividends this year.

BAF - interesting asset, I'm still not convinced that its disclosure is 100% correct, the valuations of the underlying assets are too much in doubt for my taste. Dividend will drop in due course, as they are struggling to exit the investments.