bbi short term play, beppa long term play

Just a theory, which those with more knowledge and expertise will probably shoot down, but...

We all know the LT value of BEPPA and have switched over accordingly, but it appears to me that there's worth in BBI at the current levels as a short term hold until there's a major asset sale.

When that happens BBI could excessively take off, partly because it's been sold down more harshly and partly because the money from other investors that comes in on the back of great news will flow into BBI - a lot of them won't have a clue about BEPPA.

So having converted to BEPPA myself, I'm now going back to BBI at these 3 cent or so levels and building a new stack with a view to riding the first asset sale boom and then getting out.