strem,
On a qualitative level, I'm also looking at CNP and BNB from the point of view that they are enormous and their collective business connections are very heavy duty. ABC, Allco and MFS are mickey mouse compared to CNP and BNB. BNB in particular.
BNB are renowned as deal makers. It would be a terrific irony if they couldn't cut a deal to save their own skin don't you think.
In fact, do you know what would make me quite comfortable? If BNB was structuring a deal FOR Centro.....now wouldn't that be something.
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