RE:RE:RE:RE:If accurate could bode well for BCE issues It's a tough sell the interest rate is 4.5% the roa for that 7B is closer to 9% so the delta is pretty significant. The rev loss will hurt a few % points.
im happy with the sale of the MLSE cause it wasn't returning much so the roa was low and the opportunity cost was just the capital appreciation of the asset in future. However the asset has appreciated very well and feels like they sold at a peak.
would much rather prefer another round of cuts to opex and capex (non network roll out related).
look to spin other regional specific low ROA assets and lean up the company.
the dividend is fine where it is clean up some of the other spots.