BJT babcock & brown japan property trust

distribution hedge not out of money anymore

  1. ngairc
    221 Posts.
    clock Created with Sketch.
    10/05/09
    02:08
    Post #: 5115838
    Given AUD/JPY is around 75 at the moment, BJT's distribution hedge is no longer out of the money anymore.
    In fact, intead of having a negative MTM value on the distribution hedge, BJT should have a positive MTM value now. (Re 2009 Interim presentation, the hedge rates for the distribution hedge is in the 68-70 range.)

    This is not to be confused with the capital hedge which BJT still carry a MTM negative value. My rough estimate based on AUD/JPY of 75 is that the MTM negative value is around 40m now.
    BJT Price at posting: 32.0¢ Sentiment: Hold Disclosure: Held
    Likes Created with Sketch.  Upvote
    lightbulb Created with Sketch.  Great analysis
    Stroke 3 Created with Sketch. Comments Created with Sketch. Reply

  2. Top Stories

 

Featured News

NEWS High-grade copper identified at Nejo Gold Project, Ethiopia
right-arrow Created with Sketch.
NEWS Watch Exclusive Interviews with ASX Leaders
right-arrow Created with Sketch.
NEWS Unemployment expectations correctly called today's 4.3% rate
right-arrow Created with Sketch.
NEWS Transformative PV solar recycling acquisition completed
right-arrow Created with Sketch.
NEWS Diamantina Advanced Copper-Gold Project Acquisition in Western Queensland
right-arrow Created with Sketch.
NEWS Update on exploration at Fosterville and Glenlogan
right-arrow Created with Sketch.
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
Add to My Watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.