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BBI - Babcock & Brown Infrastructure

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Well if that is the case, why refinance such a small amount if you can get rid of it completely?

I thought the whole point of no BEPPA/BBI dividends was to preserve cash and pay down debt (thence freeing cashflows in the future to pay deferred dividends)?

Okay, it may not be an unencumbered asset, but at least the liabilities side of the balance sheet is reduced. It's not only the Corporate Debt that BBI has to be worried about.

Meantine, the SP on BEPPA is falling. Wish I had my stimulus cash now.
 


I just wish i could log into comsec, the site seems to be running appallingly slow.., well it is for me anyhow ;-(
 
mark_au said:
I just wish i could log into comsec, the site seems to be running appallingly slow.., well it is for me anyhow ;-(
Click to expand...

It's more than likely to be your internet connection rather than the website, this morning i had problems for about 15min, i experienced a very slow internet connection but iress and TWS was hanging in there , the commsec website and ASF weren’t loading up.

It's been fine since.
 
Don't rush in too early, BEPPA still hasn't broken outside of its intraday range.
And still legs in the Earnings season, i'm willing to bet we can get this cheaper come Monday/Tuesday.

I like the story, but no need to rush in just yet
 
Large - I bought in at 9.5c last week, so anything below that is a bonus for me. Averaged in at a shade below 7.9c on 25K units.

I'd rather have the cash in my hand before splurging on another parcel of BEPPA.
 
A frustrating day for me. I've been close to getting BEPPA and then someone bids up the price and cleans out the sellers.
 
banska bystrica said:
A frustrating day for me. I've been close to getting BEPPA and then someone bids up the price and cleans out the sellers.
Click to expand...

I suggest instead of being a WoodDuck, just put your bid in so it's there when the sellers come along. You should be able to get an idea after about an hour of whats happening when there is no news.

Your order must be there "in market" to get the stock when it comes along in this case.
 
Beats me what that means. I can hardly image anybody thinking BB is reserved about buying into BEPPA! However the volume has sure been dropping off lately, not many large sellers coming back in quickly at lower prices.

On another note I flew out of Sydney today, over Newcastle, and while I know DBCT has nothing to do with Newcastle, the sight of literally hundreds of bulk carriers waiting off shore gave a concrete face to the fact that there is a huge bottle neck in shipping resources out of this country and the talked about interest in DBCT is not just window dressing for this thread.
 
Jez said:
I suggest instead of being a WoodDuck, just put your bid in so it's there when the sellers come along.
Click to expand...

This so-called "WoodDuck" has hardly be shy when it comes to buying BEPPA. In fact, barring any major insto buying, I reckon I can safely say I've been the biggest buyer since January.
 
banska bystrica said:
This so-called "WoodDuck" has hardly be shy when it comes to buying BEPPA. In fact, barring any major insto buying, I reckon I can safely say I've been the biggest buyer since January.
Click to expand...
Filed that Substantial Holder Form yet BB??

Interesting day's trading on Friday for BEPPA, just looking at the details now. Still waiting for my stimulation... which is going into more BEPPA units.

Decided that I will buy BEPPA until my average breaks 10c/unit, then I will hold and try building up my portfolio elsewhere.
 
There must be some rumours around today. BBI and BBEPPA are both up, but BBP is up 40% at the moment
 
Rumour of a takeover bid for BBP...... I have heard of two possible buyers - one local ASX-listed company with cash, and an unknown to me international company.

As the saying goes, buy on rumour, sell on fact.
 
BEPPA has hit 11c, BBI is at 9.2c..... what a rally! Waiting for the ASX Cops to issue a speeding ticket.

Maybe the BBP rumour is rubbing off, along with BBC's meeting yesterday including a name change to eircom Holdings.

The quicker that BBI changes it's name the better the shares will do.
 
Largesse said:
Don't rush in too early, BEPPA still hasn't broken outside of its intraday range.
And still legs in the Earnings season, i'm willing to bet we can get this cheaper come Monday/Tuesday.

I like the story, but no need to rush in just yet
Click to expand...

11c currently. Unfortunately you have lost your bet about getting the stock cheaper Monday/Tuesday.
Maybe Wednesday/Thursday?
Those that are not set yet will need to be very careful about missing this boat sub 10c.
 
banska bystrica said:
11c currently. Unfortunately you have lost your bet about getting the stock cheaper Monday/Tuesday.
Maybe Wednesday/Thursday?
Those that are not set yet will need to be very careful about missing this boat sub 10c.
Click to expand...

I am crying into my beer at the moment, having sold 100k BEPPA to take a position in MAH. Of course the profit on the MAH is about 1/8 the profit on 100k BEPPA after these price movements. Still I am not complaining.

BB-Do you have any thoughts on MAH? I have been watching it quite a while.

Cheers
 
I'm not BB - but it looked to me yesterday like MAH had been well oversold. I think it might be one for the long term... a good slow capital gain looks likely once mining projects start running again. I have not looked at it today (checking now, and today looks like the opposite of yesterday, lots of buy pressure).

HOWEVER, I certainly would not have sold BEPPA/BBI for MAH at this time - we are only 2 months from the EOFY and more BBI asset sales.

While I am now sitting on 40% profit on BEPPA, I can see that profit margin increasing by a factor of 10 in 12-18 months.
 
hardyakka said:
I am crying into my beer at the moment, having sold 100k BEPPA to take a position in MAH.
Cheers
Click to expand...

I swapped some BBI for BEPPA yesterday when the diff was 1.3c
I'm now wondering if that was the right move - BBI up 21% BEPPA 18%
 
fuzzie said:
I swapped some BBI for BEPPA yesterday when the diff was 1.3c
I'm now wondering if that was the right move - BBI up 21% BEPPA 18%
Click to expand...

BEPPA will follow fuzzie, it usually takes a few days. The average gap has been 1.6c-1.8c, so it's better to buy BEPPA in this situation anyway.

I think you have done the right thing, wait for the end of the week before you judge it mate.

I am wondering if BB took advantage of the BBI rise, sold out and picked up BEPPA before the jump....
 
this is a great thread guys thats for all the input, I'm kicking myself having not bought into bbi at 3c a few weeks ago.

What are you opinions on recent strong performance of bbi, it's been quite consistent and holding well. Do you think bbi will hold or is this just reflective of the recent rally? I'm looking at buying in very soon but don't want to miss the boat. But of course, naturally I want to buy it at 3c and not 10c.
 
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