TSX:BPO.PR.A - Post by User
Post by
Carenaon Apr 03, 2024 6:13pm
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Post# 35969070
Dalrymple
DalrympleHi again,
For the record, I am still very long the BPO/BPY and I still hold 94% of my peak # of shares.
Nonetheless, as you know, I like to share the positive but also negative stuff too. And so this Dalrymple fella has recently put another another piece on his substack with his conclusions on the BPY year end financials.
Some may remember I said the BPY unit share value would be closer to $1/share today than the $18/share that BN privatized it at. Dalrymple would think I was being generous, his number is zero/share. Lol.
One thing is for sure, he and I are on the same page as it relates to the quality of the BPY financials.
Here is the link:
https://brookfield.substack.com/p/brookfields-real-estate-silo-is-broken
Carena