BBI 0.00% $3.98 babcock & brown infrastructure group

facts, page-5

  1. 14,880 Posts.
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    BBW has great assets and is value. I rate the stock highly but I don't own because I see even better value in BBI/BEPPA.
    Hindsight is wonderful and it would have been great to cash in all BBI/BEPPA in January at 14c/15c and then use all the cash to load up again at 4c/5c but who can ever be sure when a stock has hit it's short term top?
    This is no guarantee to not revisit 4c again but a lot has to go wrong for that to happen now in my opinion. My plan all along has been to wait for the APR to conclude and then re-assess. I still think BBI at 40c within 12 months is very realistic if the APR plan is executed without any major hiccups. At some point I will be prepared to switch all my BEPPA into BBI. It's a fair way off yet.
 
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