Their presentation looks good. They have been doing this for years, so lets hope they execute it well. I do think that, to finance in this kind of market you have to price it attractively. So now the current shareholders have to hope that the return from the new offer(recapitalisation) will make up for them in the future.

Now my question is,
1. Any one adding to their existing position and at what price, as its a longterm play?
2. Would you prefer BAM or BIP?