Australian (ASX) Stock Market Forum

Recent content by Malindidzumu

  1. M

    SLA - Solagran Limited

    Given the preliminary final results for FY09 released to the market showing revenue declining 57.2% and reporting that sales of Ropren in Russia have been delayed, where do people think this stock is heading over the next 12-18 months and beyond? In a report dated as far back as October 29th...
  2. M

    LLA - Living and Leisure Australia Group

    Does anyone know when LLA will release their full year results for FY09? I will be very interested to see their full year results as their half year results released in February looked very promising. I bought into this stock recently as I was looking for a heavily oversold cheap stock to...
  3. M

    BBI - Babcock & Brown Infrastructure

    I very much doubt that the future dividends from just about any stock listed on the ASX will be sustained at the levels they were at prior to the GFC, not for a very long time at least. In BBI's case I would be very happy to receive a 10c annual distribution in the future, but I would settle...
  4. M

    BBI - Babcock & Brown Infrastructure

    Whilst I think that the problems with BNB have undoubtedly had a negative impact on BBI and its share price, I don't see what relevance BBP has to BBI, nor A-REITS as BBI is not an A-REIT, so I see those two having nothing to do with BBI whatsoever. However what you might be referring to is...
  5. M

    BBW - Babcock & Brown Wind Partners Group

    I agree with you about the future of BBW and I for one would be very surprised if they wound the fund up given their long-term prospects. I also think that BBW has strong growth prospects in the future, and I view the US as being the key to this. At present wind contributes 1% of the...
  6. M

    BBI - Babcock & Brown Infrastructure

    Sorry, the second half of the previous post was cut off and I had to re-type it and send it separately. It sure reads like you are, but maybe I just misinterpreted what you wanted to say. I am sure you will let me know when you read this. In any case I would be interested to know why...
  7. M

    BBI - Babcock & Brown Infrastructure

    What will it take to convince you that BBI will survive, or have you already made up your mind irrespective of whatever happens or doesn't happen in the future? What is your definition of a 'normal sized' holding? Surely such a thing is in the eye of the beholder and everyone would have a...
  8. M

    BBW - Babcock & Brown Wind Partners Group

    Click on the link provided below to view the recent interview of BBW CEO Miles George discussing BBW's future direction which should be of interest to you whilst simultaneously answering the questions you raised. http://www.abc.net.au/news/video/2009/03/13/2514903.htm
  9. M

    BBI - Babcock & Brown Infrastructure

    Thanks. The reference to a few slabs sounds great and brought a smile to my face as I haven't heard such terminology for the past year and a half since I left Australia. I am also a long-term investor, and in my case I have no intention of ever selling BBI or any of the other investments I hold...
  10. M

    BBP - Babcock and Brown Power

    So there is some life out there for BBP, at least two other people out there who still check this thread. My cost base for the stock is 11c, so I guess I am better off than you guys with cost bases of 23c and $2.70 respectively. The only research you can get on BBP is the sort that costs in...
  11. M

    BBI - Babcock & Brown Infrastructure

    I would think that the prospects of BBI surpassing $0.15 would be very good, but it'll take a while without announcements of sales, internalisation of management, and the name change just to name three events that would trigger sharp rises (genuine sharp price rises that is) in the share price.
  12. M

    BBI - Babcock & Brown Infrastructure

    It's anyone's guess what the share price would do if the above happened over the next few months because we are dealing with something (the Stock Market and all the fear and panic etc surrounding it) that is completely and utterly irrational as recent events have shown. However if I was to put...
  13. M

    BBI - Babcock & Brown Infrastructure

    I agree with you re: the riskiest assets being Euroports, PD Ports and WestNet Rail, but just as they have the potential to suffer the most in a deep recession they have the potential to gain the most during a period of strong economic growth, so provided BBI is able to hold onto them, their...
  14. M

    BBI - Babcock & Brown Infrastructure

    I would be very interested to see a ranking of BBI's assets from most valuable to least valuable, factoring in future growth, in your opinion, and which assets you would like to see sold down or sold completely and which assets you would like to see remain intact across the entire asset...
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