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

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Su General Shopping abbiamo notizie delle tender ??
Vedo su finra che il prezzo è fermo a 48,50 da giovedì .....forse aspettano i risultati della prima early offer
 

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carissimi

che dire...se non che ne ho viste e ne sto vedendo di tutti i colori...quasi quasi penso che la fine del mondo sia arrivata...che nessuno compri piu nulla di "reale"??...che nessuno usi piu' le commodities??.....che nessuno sia piu interessato alla ..!??! (spero arrivi il senso goliardico)

ebbene...tra tante paure...in parte esageratamente enfatizzate...(ma cio non e' nuovo visto l uptrend passato)...ebbene..in tutto sto marasma..TAKKO...resta un mistero per me mortale.

non so che dire...ed a maggior ragione con i dati rilasciati...
ora..o si tratta di magheggi stile parmalat.....oppure si tsa valutando un asset totalmente sbagliando i coefficienti...

nel mio piccolo..resto dentro anche se ritengo prossimo una modifica del regolamento obbligazionario...

quanto al resto..(mercato HY)...piu fattori "giocano "contro ....
la stagionalita'...la mancanza di nuova liquidita'....il cut off sui collateral dati a garanzia....il collasso dei prezzi "core business"...
ergo...wait and see...

saluti

ps...grazie per la considerazione....

i dati rilasciti quindi mi sembra di capire che non sono buoni ??

e cosa intendi con MODIFICA DEL REGOLAMENTO ( taglio del debito a carico ns. allungamento scadenza o..... ) grazie
 
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i dati rilasciti quindi mi sembra di capire che non sono buoni ??

e cosa intendi con MODIFICA DEL REGOLAMENTO ( taglio del debito a carico ns. allungamento scadenza o..... ) grazie

Takko prosegue lentamente il suo recupero... Gennaro, nemmeno io ho capito cosa intendevi dire con "modifica del regolamento" puoi spiegarci per favore?
 
Il calo è impressionante! La Glencore Funding 2023 gira ai livelli di Petrobras 2023 (e già abbiamo detto tutto...) poco sopra a a 60, solo che 1 mese fa Glencore era a 92 mentre PB già a 80...

Ci potrebbe stare un mordi e fuggi veloce, ma se il mercato sbraga così e in così poco tempo vuol dire che qualche problema serio c'è!!

GLENCORE PLC
(Incorporated in Jersey under the Companies (Jersey) Law 1991) (Registration number 107710) JSE Share Code: GLN LSE Share Code: GLEN HKSE Share Code: 805HK ISIN: JE00B4T3BW64


Baar, Switzerland
30 September, 2015

Media statement

In response to numerous enquiries, the Company has issued the following statement to the media:

Glencore has taken proactive steps to position our company to withstand current commodity market conditions.

Our business remains operationally and financially robust – we have positive cash flow, good liquidity and absolutely no solvency issues.

We are getting on and delivering a suite of measures to reduce our debt levels by up to US$10.2 billion.

Thanks to long term relationships we have with the banks.

We remain focused on running efficient, low cost and safe operations and are confident the medium and long-term fundamentals of the commodities we produce and market
remain strong into the future.

For further information please contact:

Glencore plc Investors
Paul Smith t: +41 41 709 24 87 m: +41 79 947 13 48 [email protected]
Martin Fewings t: +41 41 709 28 80 m: +41 79 737 56 42 [email protected]
Elisa Morniroli t: +41 41 709 28 18 m: +41 79 833 05 08 [email protected]
Media
Charles Watenphul t: +41 41 709 24 62 m: +41 79 904 33 20 [email protected]
Pam Bell t: +41 79 833 05 08 m: +44 77 303 19 806 [email protected]
Company Secretarial
John Burton t: +41 41 709 26 19 m: +41 79 944 5434 [email protected]
Nicola Barrett t: +41 41 709 27 55 m: +41 79 735 3916 [email protected]

About the Company

Glencore is one of the world's largest global diversified natural resource companies and a major producer and marketer of more than 90 commodities. Glencore's operations
comprise of over 150 mining and metallurgical sites, oil production assets and agricultural facilities.

With a strong footprint in both established and emerging regions for natural resources, Glencore's industrial and marketing activities are supported by a global network
of more than
90 offices located in over 50 countries.

Glencore's customers are industrial consumers, such as those in the automotive, steel, power generation, oil and food processing. We also provide financing, logistics
and other services to producers and consumers of commodities. Glencore's companies employ around 181,000 people, including contractors.

Glencore is proud to be a member of the Voluntary Principles on Security and Human Rights and the International Council on Mining and Metals. We are an active participant
in the Extractive Industries Transparency Initiative.
 
GLENCORE PLC
(Incorporated in Jersey under the Companies (Jersey) Law 1991) (Registration number 107710) JSE Share Code: GLN LSE Share Code: GLEN HKSE Share Code: 805HK ISIN: JE00B4T3BW64


Baar, Switzerland
30 September, 2015

Media statement

In response to numerous enquiries, the Company has issued the following statement to the media:

Glencore has taken proactive steps to position our company to withstand current commodity market conditions.

Our business remains operationally and financially robust – we have positive cash flow, good liquidity and absolutely no solvency issues.

We are getting on and delivering a suite of measures to reduce our debt levels by up to US$10.2 billion.

Thanks to long term relationships we have with the banks.

We remain focused on running efficient, low cost and safe operations and are confident the medium and long-term fundamentals of the commodities we produce and market
remain strong into the future.

For further information please contact:

Glencore plc Investors
Paul Smith t: +41 41 709 24 87 m: +41 79 947 13 48 [email protected]
Martin Fewings t: +41 41 709 28 80 m: +41 79 737 56 42 [email protected]
Elisa Morniroli t: +41 41 709 28 18 m: +41 79 833 05 08 [email protected]
Media
Charles Watenphul t: +41 41 709 24 62 m: +41 79 904 33 20 [email protected]
Pam Bell t: +41 79 833 05 08 m: +44 77 303 19 806 [email protected]
Company Secretarial
John Burton t: +41 41 709 26 19 m: +41 79 944 5434 [email protected]
Nicola Barrett t: +41 41 709 27 55 m: +41 79 735 3916 [email protected]

About the Company

Glencore is one of the world's largest global diversified natural resource companies and a major producer and marketer of more than 90 commodities. Glencore's operations
comprise of over 150 mining and metallurgical sites, oil production assets and agricultural facilities.

With a strong footprint in both established and emerging regions for natural resources, Glencore's industrial and marketing activities are supported by a global network
of more than
90 offices located in over 50 countries.

Glencore's customers are industrial consumers, such as those in the automotive, steel, power generation, oil and food processing. We also provide financing, logistics
and other services to producers and consumers of commodities. Glencore's companies employ around 181,000 people, including contractors.

Glencore is proud to be a member of the Voluntary Principles on Security and Human Rights and the International Council on Mining and Metals. We are an active participant
in the Extractive Industries Transparency Initiative.

Comunicazioni chiare e tempestive, uguale ad Abengoa! :D:D
 
i dati rilasciti quindi mi sembra di capire che non sono buoni ??

e cosa intendi con MODIFICA DEL REGOLAMENTO ( taglio del debito a carico ns. allungamento scadenza o..... ) grazie

Takko prosegue lentamente il suo recupero... Gennaro, nemmeno io ho capito cosa intendevi dire con "modifica del regolamento" puoi spiegarci per favore?


No sono buoni a livello di EBITDA ma la struttura finanziaria deve essere rivista profondamente. Se questo includa delle azioni sui bond e' da vedersi. Il pallino e' nelle mani di Apax. Apax ha messo dentro dei loan subordinati che in questo momento dovrebbero valere zero essendo le obbligazioni che discutiamo senior secured. Lasciamo perdere l'equity ormai azzerato. Dalla parte degli attivi solo intangibles.
 
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