BBI babcock & brown infrastructure group
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melua's friday musings, page-7

  1. wachito
    1,257 Posts.
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    28/08/09
    09:58
    Post #: 5567056
    Hey Melua,

    I'm starting to understand your strategy and it seems to be fine. I’ve made a few mistakes last Wednesday thinking that BBI was heading to the right price (closer to NAV) and didn’t sell or open a short position. I still believe the market is wrong about BBI and BBI has repeatebly demonstrated they’re in control of the situation. IMO we should be closer to a stronger sp that a dilution by SPARC but that’s the name of the game/…
    BBI Price at posting: 9.0¢ Sentiment: LT Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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