Ricavi trimestrali stazionari rispetto allo scorso anno, MOL a 187 mln R (+5,5%), Ebitda a 246 mln (+2%), ma perdita netta a 198 mln a causa del dimezzamento delle entrate finanziarie e dell'incremento del 73% delle spese finanziarie che riassumo (vedere comunque pag. 29):
Finance expenses at R573,4 million reflected an increase of R243,3 million from the prior period charge of R330,1 million. This increase was a result of the reversal of issue costs, discount and potential early redemption premium associated with the SSNs and PIK Notes of R372,6 million and R62,2 million, respectively, at June 2010. The reversal of the costs arose from the decision to extend the expected refinancing date of the SSNs to April 2014. This was partially offset by a lower foreign exchange loss on the restatement of the SSN liability of R102,8 million in June 2011 as compared to a loss of R342,7 million in June 2010 on the forward contracts to hedge the SSN liability.
. E poi, in un mercato così teso ed illiquido, qualche occasione buona su senior "nobili" (decadute) si trova pure sui mercatini rionali del mot/etlx, meglio avere liquidi disponibili...
