BNB babcock & brown limited

macquarie to make a bid on bnb, page-16

  1. 829 Posts.
    an investor said to me. do you hold onto a stock that is a winner and is 25% up, or do you hold onto a loser that is 25% down, and hope for a rebound.

    investing in BNB is too good to be true.

    The PE ratio is 3.00 and the yield is at historical highs 8%.

    if BNB falls to $3.50 on open tommorow. is it still a good investment.....

    would you be buying or selling, or still happly holding.

    there are people sitting on 70% losses. is it still a good investment.


    one must ask the questions????

    at what stage does BNB turn from becoming good value, to a company that is basically on the road to collapse due to MARKET conditions.

    Not company performing badly, but a market that doesn;t fit the way the company operates.

    if you can tell me the following questions.

    How much Cash does BNB have on hand?
    How much debt does it have?
    When does the debt have to be paid?
    Will they be able to make the debt repayments?
    Will they pay a dividend?
    How much does the company rely on there market cap being a certain value?
    Looking forward will they still be able to sustain growth, and be a profitable company?


    there are simple questions that most investors don;t know the answers to.

    I fail to see how a company that has fallen 70 odd percent from its highs, can be a value investment when the stock is in free fall.

    we are past a value investment because there is no support for the stock.

    Today there would have 1000's of margin calls. tommorow, there will be more, and the day after, Who is going to absorb all these fire sales...

    It will just end in a domino;s effect.

    Unless some big plays start coming to the party.

    and why would they when they can pick up the scraps when the company is a duster, like CNP, MFS, AFG, etc

    this will be the story to tell the kids...

    the end of the geared financials.

    and if you think MQG is untouchable.... ???


    sounds negative, but how can you put a positive spin on a stock that loses 27 percent in a today....

    I have been following the market for 5 years and i havent seen a top 50 company fall that much in one day, and i haven;t seen it recover...

    only hope is a merger. AKA a oxr / ZFX merger.....

    if ZFX was trading solo it would be 3 bucks given zinc prices.

    i know i would prefer to be watching than holding onto a big loser at the moment.

    if tommorow its 10 buxs... i would be suprised...

    for BNB to get back to 12 month levels it needs a 300% rise...

    when was your last stock to put on 300%???

 
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