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BVT - the long view?

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BVT - the long view?

What I like about this is that its goodbye AIP and comair- who ever wants to own an airline- long term that is? But of more interest is the avowed re(?) committal to

owning and managing - as opposed to just owning - and those references to investing in Infrastructure - who is the target - any ideas?

So how much will be in the honey pot once they have sold off - and I suppose the question is - over what period...

But as this IS " RSA inc"., I like the fact that in the midst of a shambles they stick to what they know and beat RSA inflation. 

A warm round of applause. And as for the offshore cousin BIDCORP - I like the Rand weakeness divvy that is going to come around the corner- and the price is looking  

better by the day..?

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Re: BVT - the long view?

Oh I forgot to add that for Bidcorp there is a full year's earnings looming from one of those "strange country" food purchaso eates - where was it and who is currently in power - never mind who they have to eat ?  

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