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Re: rebo post# 73703

Sunday, 07/11/2010 9:58:17 PM

Sunday, July 11, 2010 9:58:17 PM

Post# of 233421
rebo, i agree with your assessment that splitting assets into to two piles is not creating greater value in and of itself. the next question is to what level do you expect KATX to drop as a result of divesting itself of the handcamp property. ie what level would be a good price to reenter Katx for its other remaining properties, and what direction will the BVIG price shift with the sudden dilution of new katx holders? I wonder if 1/4 of the present PPS BVIG is a reasonable change to expect?