someone accumulating aio, page-6

"ASCIANO is the classic global crisis squeeze play. It owns assets that cannot be replaced in this country but is supporting them with a debt load that was uncomfortably large before the crisis took hold, and are a potential company-killer today.

It has to sell assets, but there are also plenty of potential buyers: Asciano confirmed that much and sparked a rally in its shares yesterday by saying it had received multiple expressions of interest — about its key assets and about the company as a whole — and had appointed ABN Amro and Lazard Carnegie Wylie to help sift through the options.

Yesterday's announcement by Asciano represented a major expansion of the slate of asset sales the group is considering."

This was from the SMH in March 2009. I figured these assets had a value (only what someone is willing to pay), and that they had dropped and that in turn would have an effect on the overall worth of the business.