Hi Melua, I'm not sure where the negativity has come from. I...

Hi Melua,
I'm not sure where the negativity has come from.

I don't think it's any surprise that world trade is down, and 20-30% doesn't sound like a huge fall to me - are you sure that would be fatal for PD Ports and Euroports?

Even if it was, whatever happened to the whole non-recourse debt argument? ie if any one asset is refused refinancing that doesn't kill BBI as a whole (particularly if corporate debt has been reduced by a DBCT sale).