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Tuesday, August 15, 2017 10:52:33 AM
https://twitter.com/DennyCrane550/status/897449801977012224
Suppose ~$300m - $600m, who knows - many InfraFunds
Newest comp = Austin Toll Road $620-660m (Similar Rev ~$30m)
Syncora mgmt holds it at Salvage Value ($170m net) = so will be interesting to see how hot the Infrastructure deals/market is given anticipation of Trump $1T Infrastructure Spending-Stimulus Bill + all the new Infra funds (Saudis, Blackstone, GIP, Brookfield, etc )
Seeking Alpha Pro article from Constructive Capital estimated $405m
To be conservative - lets mark down $250-350m
Also, as noted still have MacQuarie Case in the hopper as well.
Suppose ~$300m - $600m, who knows - many InfraFunds
Newest comp = Austin Toll Road $620-660m (Similar Rev ~$30m)
Syncora mgmt holds it at Salvage Value ($170m net) = so will be interesting to see how hot the Infrastructure deals/market is given anticipation of Trump $1T Infrastructure Spending-Stimulus Bill + all the new Infra funds (Saudis, Blackstone, GIP, Brookfield, etc )
Seeking Alpha Pro article from Constructive Capital estimated $405m
To be conservative - lets mark down $250-350m
Also, as noted still have MacQuarie Case in the hopper as well.
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