Obbligazioni societarie GM, Ford, Chrysler: il 3D dell'automotive USA (2 lettori)
- Creatore Discussione Imark
- Data di Inizio
reef
...
Mi impressiona che c'è chi compra le 2013 (pari rateo) sopra 2...
Il mondo è strano
paologorgo
Chapter 11
se vuoi posso provare ad abbozzare una risposta tecnica ai tuoi dubbi, ma se parti dal presupposto che i giudici si scelgono, e sono marionette del Governo, e le opposizioni si possono fare ad un altro giudice, temo di avere imparato, purtroppo troppo tardi, che si rischia di sprecare tempo in due - tu convinto che è tutto una truffa (senza conoscere la procedura...), io che sarebbe meglio conoscere le cose prima di esprimere giudizi... e poi a volte magari finisce in rissa... e non ne vale proprio la pena...
stordits
Forumer attivo
ribadisco che 99% avete ragione voi
pero' i miei calcoli sono questi
compro a 0.5 + rateo nella speranza che molti facciano questo discorso e dunque il piano passa ed il rateo mi ritorna indietro
0,5 x 50.000 non = 250 euro
ricevero' circa 15.000 azioni
stima valore azioni .20 dunque 15.000 x .02 /1.36 = 2200 euro
costo di carico per azione= 0.022 circa
se 2 hedge fund medio grandi decidono di fare l'operazione hanno la disponibilita' per farla soprattutto se parlano con il tesoro e si mettono d'accordo che se anche non arriva al 90% ma si arriva all'85% il piano va avanti uguale
pero' i miei calcoli sono questi
compro a 0.5 + rateo nella speranza che molti facciano questo discorso e dunque il piano passa ed il rateo mi ritorna indietro
0,5 x 50.000 non = 250 euro
ricevero' circa 15.000 azioni
stima valore azioni .20 dunque 15.000 x .02 /1.36 = 2200 euro
costo di carico per azione= 0.022 circa
se 2 hedge fund medio grandi decidono di fare l'operazione hanno la disponibilita' per farla soprattutto se parlano con il tesoro e si mettono d'accordo che se anche non arriva al 90% ma si arriva all'85% il piano va avanti uguale
Imark
Forumer storico
E' un gioco molto rischioso, ma emendato dai giudici "amici di amici" e dal Tesoro USA impegnato a fare il gioco delle tre carte con i BH, può darsi che funzioni... però le probabilità sono molto basse, come peraltro mi sembra ammetta anche tu... d'altronde, è anche vero che se ci si mettono dentro somme non eclatanti, è come andare a Campione d'Italia per fare un week end alle slot... non si vince quasi mai, ma si passa il tempo...
stordits
Forumer attivo
Correttissimo e' come rosso e nero
no sbaglio e' come puntare su un numero secco
pero' al casino dopo dieci minuti se gia' out invece qui mi divertiro' per 2 settimane intere
l'unico neo e' che al casino ci sono le donnine mezze nude che ti portano da bere ...... Pazienza non si puo' avere tutto
poi nella vita bisogna perdere soldi nelle cose in cui si crede (in questo caso nelle cose in cui si spera) e se per caso dovessi vincere sarebbe una bella soddisfazione
no sbaglio e' come puntare su un numero secco
pero' al casino dopo dieci minuti se gia' out invece qui mi divertiro' per 2 settimane intere
l'unico neo e' che al casino ci sono le donnine mezze nude che ti portano da bere ...... Pazienza non si puo' avere tutto
poi nella vita bisogna perdere soldi nelle cose in cui si crede (in questo caso nelle cose in cui si spera) e se per caso dovessi vincere sarebbe una bella soddisfazione
paologorgo
Chapter 11
logica (secondo me...) più da scommessa che da investimento. Ne faccio anch'io, ma continuo a dire che conosco storie con rapporto rischio/ritorno (a mio modesto parere) superiore.
alla fine il problema è valutare quante sono le possibilità che passi lo swap, ed il mercato delle azioni regga alcune settimane al livello "speculativo" da OTC odierno... lottery ticket.
a me le azioni di questa GM, anche "risanata" non interessano, e comuqnue le valuterei per acquisto al limite dopo lo swap. credo che ci sarebbero svariate possibilità di entrare, con un discreto numero di azionisti (ex bondisti...) che se ne libereranno volentieri appena possono... vedremo, non ho la sfera di cristallo, e mi hanno sempre detto che ero miope nel non riuscire a vedere la bellezza di questo investimento...
paologorgo
Chapter 11
speriamo non ci riconoscano...
GMAC Will Change the Name of Its Bank
By APARAJITA SAHA-BUBNA
GMAC LLC, starting Friday, will rename its bank Ally Bank.
GMAC's conversion to a bank holding company in December formed the central plank of its survival plan, as prohibitive borrowing costs fueled by the funding freeze in credit markets and losses piling up at its auto-finance and mortgage units forced the lender to drastically shrink its lending operations in 2008.
The company's executives hope that the rebranding of GMAC Bank will spur retail deposit growth, a key funding source for GMAC amid the continuing credit squeeze. Aside from federal help, GMAC LLC, the lender affiliated with General Motors Corp., has few avenues to raise capital.
The name change marks a shift away from the GMAC brand that underscored the lender's association with the auto maker. GMAC, set up in 1919 to provide financing to buyers of GM vehicles, initially was an acronym for General Motors Acceptance Corp.
"We certainly value our relationship with GM and GM continues to be an important customer," said Sanjay Gupta, GMAC's chief marketing officer. "In addition to that, GMAC wants to grow as a bank holding company. The launch of Ally Bank provides a new platform to increase deposits."
The new name was culled from a shortlist of about a dozen names. "Ally conveys the sense of a trusted partner, the attributes we are trying to convey" Mr. Gupta said.
GMAC is jointly owned by GM and an investor group led by private-equity firm Cerberus Capital Management LP. The auto maker and the investor group will significantly scale back their ownership in GMAC by the end of this month as a condition of the lender becoming a bank holding company.
In 2006, GM sold a 51% stake in GMAC to the Cerberus-led group for about $14 billion. The sale was intended to separate GMAC, a steady profit center, from plunging credit ratings at the auto maker. At the time, as it is now, GM was struggling with high labor costs and slumping sales. The separation was intended to preserve GMAC's high-grade credit ratings so that GMAC could borrow funds at a competitive rate in the credit markets, a critical requirement for a lender. GMAC's mortgage unit, Residential Capital LLC, was also separated from GM, becoming a part of the separated GMAC.
After the Cerberus deal, GMAC dropped the full form of its name, and was known as GMAC LLC. GMAC may use the GMAC LLC brand until 2016, according to an agreement struck in 2006.
GMAC is awaiting federal funds, which might be granted as early as Saturday, after the company assumed the mantle of lender for Chrysler LLC vehicles. GMAC, after its bank registration, got $5 billion under the Treasury's Troubled Asset Relief Program. In exchange, the Treasury received GMAC preferred stock.
The financial support it receives from the government would strengthen GMAC's capital position. The lender has an $11.5 billion capital hole to fill under the stress-test results.
Write to Aparajita Saha-Bubna at [email protected]
http://online.wsj.com/article/SB124234797467422011.html
GMAC Will Change the Name of Its Bank
By APARAJITA SAHA-BUBNA
GMAC LLC, starting Friday, will rename its bank Ally Bank.
GMAC's conversion to a bank holding company in December formed the central plank of its survival plan, as prohibitive borrowing costs fueled by the funding freeze in credit markets and losses piling up at its auto-finance and mortgage units forced the lender to drastically shrink its lending operations in 2008.
The company's executives hope that the rebranding of GMAC Bank will spur retail deposit growth, a key funding source for GMAC amid the continuing credit squeeze. Aside from federal help, GMAC LLC, the lender affiliated with General Motors Corp., has few avenues to raise capital.
The name change marks a shift away from the GMAC brand that underscored the lender's association with the auto maker. GMAC, set up in 1919 to provide financing to buyers of GM vehicles, initially was an acronym for General Motors Acceptance Corp.
"We certainly value our relationship with GM and GM continues to be an important customer," said Sanjay Gupta, GMAC's chief marketing officer. "In addition to that, GMAC wants to grow as a bank holding company. The launch of Ally Bank provides a new platform to increase deposits."
The new name was culled from a shortlist of about a dozen names. "Ally conveys the sense of a trusted partner, the attributes we are trying to convey" Mr. Gupta said.
GMAC is jointly owned by GM and an investor group led by private-equity firm Cerberus Capital Management LP. The auto maker and the investor group will significantly scale back their ownership in GMAC by the end of this month as a condition of the lender becoming a bank holding company.
In 2006, GM sold a 51% stake in GMAC to the Cerberus-led group for about $14 billion. The sale was intended to separate GMAC, a steady profit center, from plunging credit ratings at the auto maker. At the time, as it is now, GM was struggling with high labor costs and slumping sales. The separation was intended to preserve GMAC's high-grade credit ratings so that GMAC could borrow funds at a competitive rate in the credit markets, a critical requirement for a lender. GMAC's mortgage unit, Residential Capital LLC, was also separated from GM, becoming a part of the separated GMAC.
After the Cerberus deal, GMAC dropped the full form of its name, and was known as GMAC LLC. GMAC may use the GMAC LLC brand until 2016, according to an agreement struck in 2006.
GMAC is awaiting federal funds, which might be granted as early as Saturday, after the company assumed the mantle of lender for Chrysler LLC vehicles. GMAC, after its bank registration, got $5 billion under the Treasury's Troubled Asset Relief Program. In exchange, the Treasury received GMAC preferred stock.
The financial support it receives from the government would strengthen GMAC's capital position. The lender has an $11.5 billion capital hole to fill under the stress-test results.
Write to Aparajita Saha-Bubna at [email protected]
http://online.wsj.com/article/SB124234797467422011.html