Looking at that chart and now kicking myself that I didn't buy...

Looking at that chart and now kicking myself that I didn't buy at the close. Was too scared that somebody might dump at the close of the auction ala Thursday, quick volume calc would have given it away. 2 exhaustion gaps followed by short candle on high volume. Would be very difficult to beat that low now. BNB unravelling is a "world coming to an end" story.

The world ain't coming to an end just yet. Apart from anything else, the inflation story bespeaks the need for more specialist infrastructure financiers, not less.

My short list for the bank/s that have taken a stake:

HSBC;
ANZ;
Nomura;
AMP;
Something of Buffets (longer shot but remember, he likes infrastructure and he's got a lot of cash he's trying to deploy internationally. Admittedly the debt's an issue but leveraged 8 times as opposed to US average of 27 times).

Nomura is my top pick. Looking for OS acquisitions in this sector.