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

Stato
Chiusa ad ulteriori risposte.
GOL oggi ha rivisto la sua tender (dicono che sia l'ultima offerta...sarà)

As a result, in exchange for each US$1,000 principal amount of the Old Notes that are validly tendered (and not validly withdrawn) at or before the Expiration Time and accepted for exchange, Eligible Holders will receive up to the following exchange consideration:

  • 2017 Notes: US$725, consisting of US$210 in cash and US$515 in principal amount of the New 2018 Notes, including the PP of US$25 in New 2018 Notes, compared to the initial offer of US$650 (US$195 in cash and US$455 in notes)
  • 2020 Notes: US$551, consisting of US$70 in cash and US$481 in principal amount of the New 2021 Notes, including the IP of US$51 in New 2021 Notes and the PP of US$50 in New 2021 Notes, compared to the initial offer of US$300 (US$60 in cash and US$240 in notes)
  • 2022 Notes: US$551, consisting of US$70 in cash and US$481 in principal amount of the New 2021 Notes, including the IP of US$51 in New 2021 Notes and the PP of US$50 in New 2021 Notes, compared to the initial offer of US$300 (US$60 in cash and US$240 in notes)
  • 2023 Notes: US$551, consisting of US$70 in cash and US$481 in principal amount of the New 2021 Notes, including the IP of US$51 in New 2021 Notes and the PP of US$50 in New 2021 Notes, compared to the initial offer of US$300 (US$60 in cash and US$240 in notes)
  • Perpetual Notes: US$447 in principal amount of the New 2028 Notes, including the IP of US$47 in New 2028 Notes and the PP of US$50 in New 2028 Notes, compared to the initial offer of US$250 in notes.

GOL Linhas Aéreas Inteligentes Announces Extension and Amendment of the Exchange Offers for Any and All of its Senior Unsecured Notes

In sostanza per la 2020 si arriva ad una recovery del 55%...niente di che, ma il doppio della prima proposta.
Con un PMC di 85 sarei quasi tentato di accettare...con le cedole passate e future (se arriveranno) uscirei in guadagno...
Gionmorg tu cosa dici???
 
sterubb ha scritto:
GOL oggi ha rivisto la sua tender (dicono che sia l'ultima offerta...sarà)

As a result, in exchange for each US$1,000 principal amount of the Old Notes that are validly tendered (and not validly withdrawn) at or before the Expiration Time and accepted for exchange, Eligible Holders will receive up to the following exchange consideration:

  • 2017 Notes: US$725, consisting of US$210 in cash and US$515 in principal amount of the New 2018 Notes, including the PP of US$25 in New 2018 Notes, compared to the initial offer of US$650 (US$195 in cash and US$455 in notes)
  • 2020 Notes: US$551, consisting of US$70 in cash and US$481 in principal amount of the New 2021 Notes, including the IP of US$51 in New 2021 Notes and the PP of US$50 in New 2021 Notes, compared to the initial offer of US$300 (US$60 in cash and US$240 in notes)
  • 2022 Notes: US$551, consisting of US$70 in cash and US$481 in principal amount of the New 2021 Notes, including the IP of US$51 in New 2021 Notes and the PP of US$50 in New 2021 Notes, compared to the initial offer of US$300 (US$60 in cash and US$240 in notes)
  • 2023 Notes: US$551, consisting of US$70 in cash and US$481 in principal amount of the New 2021 Notes, including the IP of US$51 in New 2021 Notes and the PP of US$50 in New 2021 Notes, compared to the initial offer of US$300 (US$60 in cash and US$240 in notes)
  • Perpetual Notes: US$447 in principal amount of the New 2028 Notes, including the IP of US$47 in New 2028 Notes and the PP of US$50 in New 2028 Notes, compared to the initial offer of US$250 in notes.

GOL Linhas Aéreas Inteligentes Announces Extension and Amendment of the Exchange Offers for Any and All of its Senior Unsecured Notes

In sostanza per la 2020 si arriva ad una recovery del 55%...niente di che, ma il doppio della prima proposta.
Con un PMC di 85 sarei quasi tentato di accettare...con le cedole passate e future (se arriveranno) uscirei in guadagno...
Gionmorg tu cosa dici???
Clicca per allargare...
Che sono dei pagliacci e se aspettiamo un pò ci rimborsano 100
Comunque alla luce di questo raddoppio, faccio l'holdout, strano che i prezzi non si siano ancora adeguati
 
gionmorg ha scritto:
Che sono dei pagliacci e se aspettiamo un pò ci rimborsano 100
Comunque alla luce di questo raddoppio, faccio l'holdout, strano che i prezzi non si siano ancora adeguati
Clicca per allargare...

Che siano dei pagliacci non c'è dubbio, ma per lo stato delle loro casse mi sembra che una proposta al 55% non sia male...
Poi è sempre tutto relativo...se la paragoni all'offerta di Oi (25% tranne le brevissime) di venerdì questo è grasso che cola
Anch'io notavo che stranamente i prezzi sono ancora inchiodati intorno a 30...se c'è carta a qs prezzi x la 2020 cosa facciamo..compriamo??
 
Stato
Chiusa ad ulteriori risposte.

Similar threads

Obbligazioni societarie HIGH YIELD e oltre, verso frontiere inesplorate, vol.3
515 516 517 518 519
Risposte
5.180
Visite
564.280
fabriziof
gionmorg
Obbligazioni societarie HIGH YIELD e oltre, verso frontiere inesplorate - Vol. 2
3222 3223 3224 3225 3226
Risposte
32.254
Visite
445.950
fabriziof

Users who are viewing this thread

Total: 1 (members: 0, guests: 1)
Back
Alto