BBI 0.00% $3.98 babcock & brown infrastructure group

call to investor relations, page-40

  1. 136 Posts.
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    Pete - the reason they have nothing positive to release prior to the ye results is that regulated infratsructure is supposed to be predictable and stable.

    Look at the DUE results today - BBI has an overlap with most of their assets - performance for all assets very similar to prior year - no shockers up or down etc.

    The key as suggested by another poster is that with the impairment they have cleared the decks for the news of specific bad news. The most interesting thing about the YE result update will be DBCT sale progress (probably still in train, talking to x parties etc) and any action plan re SPARCS.

    Holds BEPPA and SPARCS
 
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