victim of success
they are going to have a problem getting rid of assets off their balance sheet, this means they will have higher interest holding costs if we continue to get rate rises
The thing when your dealing with macq is ... these guys are making a motza on the other end of this deal ... lets get what ever we can
long term the bnb & mbl & afg are in a good business model, just need timing of transactions to come off
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macquarie bank limited
is it cheap , page-4
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