bbi /beppa - pd ports

I have been looking at this stock for some time. Noposition in BBI but in Beppa. Have started to think the mgnt were perceptive when they stopped all distributions. I have been looking at sensitivity and in the process it looks like on a cash flow basis they should just hang in there and if world stabilises they should have sufficient cash flow just to keep on surviving until circumstances change.

I dont see ant asset sales being on offer at realistic prices.So I think they are in here for long haul. Hopefully mgnt use all cash flow to protect operations and not to invest in anything until survival secured.

Does anyone have other ideas?

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