Obbligazioni societarie HIGH YIELD e oltre, verso frontiere inesplorate - Vol. 1

[nik.sala]

Roba da golosi Sono quelle cose da dentro/fuori.. ultimamente hai mica visto se scambia facile su Iw?

viene data a 69/73, prezzo di giovedì quando ho chiamato se non ricordo male. Ho postato anche il prezzo insieme ad altri.
Calcolando che mancano 7 mesi esatti il 26/03...

 

[nik.sala]

per me è interessante.se fosse scesa di più ci avrei fatto un pensiero.

Dubito possa scendere ancora (a differenza del titolo azionario). Tuttavia anche a questi prezzi sarebbe da prendere (magari l'emissione in USD). Questa società non è la Belvedere: vendono 270 mln di litri di vodka all'anno e fanno ricavi per oltre 700 mln di USD all'anno. Hanno solo accusato un calo di vendite nel Q4 2010 sui mercati core, ma hanno già previsto ricavi superiori a 800 mln per il 2011.

Ci sono stati un paio di giorni in cui cedc si prendeva a 90. Peccato; se avessi avuto liquidità l'avrei beccato al volo e comunque anche ai prezzi odierni lo prenderei...

sinceramente, ad avere la disponibilità $$$ la prenderei. Mi sembra un'occasione più che un rischio. Stiamo a vedere, cmq

 

[nik.sala]

Per me la LT2 di BOI è più tranquilla di Petrol...

hai ragione
mi stai leggendo nel pensiero
E lo switch che volevo fare
Difatti sto aspettando che Petrol salga quel tanto che basta per segarla e switchare li
In fin dei conti sono 7 mesi alla scadenza uno per papa

 

[fabriziof]

viene data a 69/73, prezzo di giovedì quando ho chiamato se non ricordo male. Ho postato anche il prezzo insieme ad altri.
Calcolando che mancano 7 mesi esatti il 26/03...

io un pensierino ce lo sto facendo.con iw si prende vero?

 

[fabriziof]

vecchio articolo del 8 luglio 2010.poi non s'è saputo più niente


Bulgaria’s Petrol preps major deal with Russia’s Gazprom Neft

Petrol AD, one of Bulgaria’s leading fuel distributors, is in advanced stage of talks for the sale of 200 lucrative filling stations to oil company Gazprom Neft, a unit of Russian oil and gas heavyweight Gazprom, sources speaking on condition of anonymity told Dnevnik.
The transaction, which is greatly anticipated by analysts and rivals alike, is expected to be concluded by mid-2011 at the latest. The Bulgarian side hopes to pocket around EUR 200 million—300 million for the assets.
Gazprom Neft did not return requests for comment until Dnevnik went to print.
“I can only say that talks are still ongoing,” said Orlin Todorov, executive director of company owner Petrol Holding and Petrol board member.
The sources said the negotiations have progressed to an advanced stage but price is the main challenge after the seller initially said it was seeking EUR 800 million and the buyer offered just EUR 100 million.
“Everyone is expecting a deal between Petrol and Gazprom Neft. But I think a price of EUR 200 million—EUR 300 million is unrealistic,” said an executive director of one of Petrol’s major competitors in Bulgaria who refused to be named.
Analysts say that given the two companies’ strategic development plans the deal should be signed. “[The deal] is logical. Petrol has no future if it continues to operate merely as a filling station chain with no refinery behind its back,” said Konstantin Abrashev, portfolio manager at BenchMark Asset Management.
The potential deal would enable the Russian energy business to control more than a third of Bulgaria’s fuel sales.

(Dnevnik)

 

[nik.sala]

io un pensierino ce lo sto facendo.con iw si prende vero?

controparte ING, 69/73

 

[fabriziof]

Fuel distributor Petrol seeks EUR 50-60m financing

Bulgaria’s blue-blooded fuel distributor Petrol AD will aim to secure a syndicated loan for at least EUR 50 million-60 million loans from foreign lenders by the end of the year, market sources told Dnevnik.
The company and some owners of its parent -- Petrol Holding, did not reject the report.
The financing will be used to guarantee the repayment of Petrol’s EUR 100 million bond maturing in October 2011. The balance most likely reflects the share of bonds repurchased by Petrol’s owner or will come from a separate source, Dnevnik learnt.
Petrol Holding executives are currently looking at ways to take a loan from London-based banks, planning to bring in a number of financial institutions with a view to avoiding the risk associated with the exposure in one company.
The foreign syndicated loan is an alternative option to a potential sale of property to pay down the debt. It will also give Petrol’s owners more confidence in talks with oil company Gazprom Neft, a unit of Russian oil and gas heavyweight Gazprom, for the sale of 200 petrol stations and 10 oil bases bundled in the subsidiary Elit Petrol. As Dnevnik already report, Petrol hopes to pocket a bottom EUR 200-300 million from the sale of the assets, but the Russian company is ready to pay much less.
“Elit Petrol will be either sold or used to refinance the bond. In case we fail to reach sale, we are in talks with a slew of banks,” Mitko Sabev, an owner of Petrol Holding, told business weekly Capital in a recent interview.
News about the syndicated loan comes just days after global credit agency Fitch placed Petrol's long-term issuer default rating of 'CC' on rating watch negative on solvency concerns.
(Dnevnik)
questa non l'avevo mai letta.risale all'agosto 2010

 

[seneca]

Per me la LT2 di BOI è più tranquilla di Petrol...

Per favore potresti postare l'isin

Grazie

 

[fabriziof]

per favore potresti postare l'isin

grazie

xs0487711573

 

[qquebec]

Fuel distributor Petrol seeks EUR 50-60m financing

Bulgaria’s blue-blooded fuel distributor Petrol AD will aim to secure a syndicated loan for at least EUR 50 million-60 million loans from foreign lenders by the end of the year, market sources told Dnevnik.
The company and some owners of its parent -- Petrol Holding, did not reject the report.
The financing will be used to guarantee the repayment of Petrol’s EUR 100 million bond maturing in October 2011. The balance most likely reflects the share of bonds repurchased by Petrol’s owner or will come from a separate source, Dnevnik learnt.
Petrol Holding executives are currently looking at ways to take a loan from London-based banks, planning to bring in a number of financial institutions with a view to avoiding the risk associated with the exposure in one company.
The foreign syndicated loan is an alternative option to a potential sale of property to pay down the debt. It will also give Petrol’s owners more confidence in talks with oil company Gazprom Neft, a unit of Russian oil and gas heavyweight Gazprom, for the sale of 200 petrol stations and 10 oil bases bundled in the subsidiary Elit Petrol. As Dnevnik already report, Petrol hopes to pocket a bottom EUR 200-300 million from the sale of the assets, but the Russian company is ready to pay much less.
“Elit Petrol will be either sold or used to refinance the bond. In case we fail to reach sale, we are in talks with a slew of banks,” Mitko Sabev, an owner of Petrol Holding, told business weekly Capital in a recent interview.
News about the syndicated loan comes just days after global credit agency Fitch placed Petrol's long-term issuer default rating of 'CC' on rating watch negative on solvency concerns.
(Dnevnik)
questa non l'avevo mai letta.risale all'agosto 2010

Se vai indietro nei post, dovresti trovarla (l'avevo postata). Comunque sia, c'è stata anche la grana con i distributori che le autorità bulgare avevano fatto chiudere per contrabbando, evasione fiscale e pratiche illegali. Una legnata!