BBI 0.00% $3.98 babcock & brown infrastructure group

my analysis of today's announcements, page-29

  1. 14,880 Posts.
    lightbulb Created with Sketch. 479
    Nathan Lead is one of the few (I say few because the majority are useless) analysts around that actually knows his stuff. When the stock was 3c they were not getting pillaged by the banks on interest charges, PD Ports was not affected by losing 30% of its revenue re: Corus and Euroports was not impaired at that stage.

    I call it as I see it, not how you want it to be seen. I still own 3.8M BEPPA (free carried) so to accuse me of downramping is very poor form.

    BBI is a LONG TERM buy but short term they have SPARCS dilution coming up and if DBCT is delayed and the price is circa 6c, you will potentially have an extra 1.6Bn shares on issue.
 
watchlist Created with Sketch. Add BBI (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.