BBI 0.00% $3.98 babcock & brown infrastructure group

snuff,The ports are going ok. Less than 10% down for EBITDA is...

  1. 14,880 Posts.
    lightbulb Created with Sketch. 479
    snuff,
    The ports are going ok. Less than 10% down for EBITDA is pretty good all things considering. Also, we have to remember that the two biggest assets are performing to expectations or better(DBCT and NGPL). I'd rather have my two biggest assets performing than not.
    I think the market is also discounting BBI to a certain extent because of the risk of dilution in May (SPARCS). Whilst I think they will get the percentage required to change the reset date, I still think it is weighing on the BBI price. You never know what will happen. Another reason to be in BEPPA.
 
watchlist Created with Sketch. Add BBI (ASX) to my watchlist

Currently unlisted public company.

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