its not just the ci who has the opportunity, page-9

i agree with your sentiments regarding beppa and $400mil.

i disagree that BBI would survive if the cornerstone investor walks. he has an excusivity clause which is preventing negotiations with other parties to get a better deal. how stupid is that? i know he insisted on that clause but for BBI its bad.

CI could in theory offer 5c/share, QIC want to come over the top with say 8c but arent permitted.

add to that their first right of refusal for a 3month period on any asset sale and it becomes obvious that if this deal breaksdown the options are running out.