Views on Asciano and Origin Energy

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Question: I have shares in Asciano. I am confused about the proposal from a consortium led by Brookfield Infrastructure Partners Ltd. Reading through some of the inch thick scheme booklet has not helped much. I basically want to know if I should sell my shares, which I believe is the “cash consideration”, or, if I should take the “script consideration”.

The script consideration involves CDIs, which I am not at all familiar with. The valuation range is $8.42 -$9.40 per share at this point in time, but I believe this could change.

I bought 1,500 units at $1.89 in 2010, total price $2,842. I need to make a decision about this by the end of October as I will be away in November when the scheme will be finalised.

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