As an investor looking at the relative risk/rewards of BBI (BEPPA) and BNB (BNBG) is the assumption that the key staff are employed by BNB and seconded to BBI. In this scheme of arrangement you could expect non-poaching agreements, etc.
The key issue, as with any services firm, is the quality of the staff determine the quality of the outcomes.
If BNB has a pool of experienced, capable infrastructure management staff - then BNB has an opportunity. If BBI is trying to build, from scratch, this same capability - they have a problem.
I look at it this way - you can either buy the goose that lays the golden eggs, or, you can buy a golden egg.
At current market pricing, both activities are potentially profitable.
BNB Price at posting:
32.5¢ Sentiment: LT Buy Disclosure: Held
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