guru is back in at 9.70, page-6

Yeh Tonydl, I do like M&A plays in this market..I like Tol, OXY, QAN and now BNB at these levels. Quality Industrials with yield...and many potential suitors

BNB company needs new management, better disclosure and a cheaper cost of funding thats all.

BNB could be absorbed by HSBC, CBA and many Japanese or Chinese Banks OCBC, CCB and actually be rerated internally.MQG would want some too.

Japanese/Chinese banks would love these BNB assets.

They own some of challenger remember, bc they were too late to buy into BNB...but now...different matter. AFG had no quality assets like BNB.

I say watch out shorts. See you back at 12 by next week.

There is no bid or stake to my knowledge just valuation logic, known buyers and a very cheap stock. That is down from $35.

Peace to all and good luck.