Bought another 300,000 BEPPA this morning. If the total writedowns are less than $1Bn, that is about $500M better than my worst case scenario and one would think the Jan 1 - Jun 30 period would have been the worst of the GFC.
NAV would appear to be circa 54c now.
BEPPA: Strong BUY
BBI: Long Term BUY (on a restructured basis)
Bought another 300,000 BEPPA this morning. If the total...
-
- There are more pages in this discussion • 51 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)