BBI babcock & brown infrastructure group

get the aetd numbers out for beppa, page-11

  1. 462 Posts.
    Good question Apples.

    Problem is there is nothing on the table for 100% in 2012.

    I guess the preferred way ahead will also vary for each individual as some will be realising profits under BAM - other losses.

    This is why I reckon that BBI need to step up the offer from what is effectively 37c/$ (note: I see the 6c deferred dividend as already mine - so they are not giving it to me!) to something like 60c including a guaranteed minimum from the AETD sale.

    Others have been saying there may be 10 to 20c on the PIGS to be picked up too. I hope they are right but I cannot confirm.

    So in the wash up if the offer was upped to get around 70c as a package then I would certainly take the offer.

    As discussed above, others may not.

    holding BEPPAs


 
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