Got it from a contact at ABN in Sydney. The research came from the analyst there.
I haven't got the ability to cut and paste the Valuation table but DBCT and PD Ports add up to net equity of 48c per share. Therefore a 100% sale of both would pay off $1.2B of corporate debt....virtually eliminated. This must be done.
As for DBCT being the jewel in the crown? NGPL is valued at 52c per BBI security on its own.
new valuation and commentary available, page-13
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