Scottport
I've seen posts whereby people are of the view that even a name change will assist the various BNB satellites. It seems to me that if BNB's investment in its satellite were sold, then the market would simply assess the strength / weakness of the new master and decide. Of course, the path by which they assumed that mantle would be of particular interest....ie if the satellite assets were acquired/disposed under stressed circumstances, or at opportunistic prices I suspect the market would not be too pleased at all.
Just a thought / opinion
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