snuff,
The ports are going ok. Less than 10% down for EBITDA is pretty good all things considering. Also, we have to remember that the two biggest assets are performing to expectations or better(DBCT and NGPL). I'd rather have my two biggest assets performing than not.
I think the market is also discounting BBI to a certain extent because of the risk of dilution in May (SPARCS). Whilst I think they will get the percentage required to change the reset date, I still think it is weighing on the BBI price. You never know what will happen. Another reason to be in BEPPA.
- Forums
- ASX - By Stock
- BBI
- europe ports performing poorly
europe ports performing poorly, page-5
-
- There are more pages in this discussion • 39 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
LU7
Discover the strong preliminary feasibility of the Bécancour Lithium Refinery, showcasing resilience in a low pricing environment and a strategic plan to capitalize on future price recoveries