campaign against aet&d sale, page-36

As timelines are tight I see small holder's role as making sure larger holders are actually aware of the Notice as some I have spoken to were not!

I do not know who the major holders are and I can only reconcile perhaps 15% of BEPPAs including the 1% on this link.

The majors have more at stake so would be good to find out who they are.

SVDN, understand you are attempting to obtain top 40. Can u pls let me know how u go.

Can anyone else recall any majors?

Way ahead?

Perhaps could sell off TGP (depending on what price we get) to decrease debt and then offer Brookfield 20% incentive bonus to get a better deal on the rest.

Even 5% better makes a big difference to EPS. Unfortunately do not believe AETD No 1 (Brookfield) has had any focus on this.

Each extra $100M represents ~ 12c/EPS but only $1 million to Brookfield. I saw this "conflict" as an issue in 2009 and proposed a higher % to Brookfield but to no avail.

If Brookfield do better say pay Brookfield 20% of any extra they get, so for an extra $100M to EPS Brookfield would double their commission with an extra $20 M.