Problem is there is nothing on the table for 100% in 2012.
I guess the preferred way ahead will also vary for each individual as some will be realising profits under BAM - other losses.
This is why I reckon that BBI need to step up the offer from what is effectively 37c/$ (note: I see the 6c deferred dividend as already mine - so they are not giving it to me!) to something like 60c including a guaranteed minimum from the AETD sale.
Others have been saying there may be 10 to 20c on the PIGS to be picked up too. I hope they are right but I cannot confirm.
So in the wash up if the offer was upped to get around 70c as a package then I would certainly take the offer.
As discussed above, others may not.
holding BEPPAs
BBI Price at posting:
3.5¢ Sentiment: None Disclosure: Held
