The jewel in the crown is quite obviously NGPL. DBCT is a very good asset but I say just sell it all. PD Ports has huge upside when the economy turns but I say sell it all now. This is not a time to be looking for growth. The financial markets are in turmoil. Pay down corporate debt and eliminate the banks telling you what to do.
We want BBI to survive.
new valuation and commentary available, page-19
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