In today’s briefing:
- StubWorld: Barito Renewables (BREN IJ) – This Too Shall Pop
StubWorld: Barito Renewables (BREN IJ) – This Too Shall Pop
- Barito Pacific (BRPT IJ)‘s 64.7% stake in Barito Renewables Energy (BREN IJ) (now Indonesia’s largest company by market cap), is worth 8x its market cap. That’s unsustainable.
- Preceding my comments on the Barito complex are the current setup/unwind tables for Asia-Pacific Holdcos.
- These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation >20%.
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