RE:RE:RE:Compelling Deal I concur. BIP saw value at discount rates and devoured. But they will likely regurgitate some of the assets (at a price they deem fit) to pay down debt and prepare for the next meal. I agree with most in thinking BIP will hang onto those pipelines being relatively easy and steady infrastructure related income. But the processing of NGL and plastics production seems a bit out of place for them, but with that being said thats all just my opinion, I could be completely wrong.
I just recently bought into some BIP. They seem to have a knack for finding value on a global scale. I certainly didnt like them taking IPL but Ive moved on.. Im glad I took advantage and saw the same value BIP did and bet the house on it.. sometimes if you can't beat them join them is the best move you can make.