three cheers for deutsche bank, page-7

My sentiment has always been LT Buy because I don't have a short term view. This will take time and I'm very patient.
Yes, I am extremely confident because we are buying $1 worth of NAV for 5c (even better in the case of BEPPA) on first class infrastructure assets that have 82% regulated revenue.

When are you going to get another opportunity to buy infrastructure assets at a 95% discount to NAV? If you're really conservative you can strip out goodwill and the discount is still 92%. Of course there are still risks but the risks are not big enough to justify a 95% haircut. That's madness but I'll take it.