BBI babcock & brown infrastructure group
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sparcs beppa tradeoff, page-9

  1. otakou
    1,464 Posts.
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    07/07/09
    21:25
    Post #: 5366786
    For sparcs to win, BBI must survive
    For Beppa to win BBI must survive

    For sparcs to win, BBI must survive until November 2009.

    The best play is to buy sparcs, realise the profit in November (payment in December or later depending on the market) and consider a reinvestment in Beppa if you still like the company's story
    BBI Price at posting: 6.6¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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