Im becomming more concerned every day re BBI'S surviveability. Current and future (nov) SPARCS dilution. Beppa dilution 3 years down the track. Concerns re PD and Euroports. Concerns re Westnet Rail. QLD Govt selling mass assets including QR rail and Abbot Point Coal terminal. Bank sweep in place.
The one and only saving grace appears to be a DBCT sale at a good price.
Am I being too negative or realistic?
(note sentiment dropped to hold)
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