Obbligazioni societarie HIGH YIELD e oltre, verso frontiere inesplorate - Vol. 2

sul forum wertpapier ne sanno meno di noi, lamentano che "la capanna è in fiamme" da ottobre... attendo email di iscrizione all'altro che mi pare più frequentato. intanto mi sono facilmente iscritto all'associazione piccoli investitori SDK, il che può tornare utile https://www.sdk.org/metalcorp . per ora non ci sono nuove news, dicono che Metalcorp conta nel 2023 su regolari invii di bauxite, per una liquidità di 1100 mln
 
There is no news from MRG yet, but it should come soon. The prices of the subsidiaries Agri Resources & Co collapse .

The price of the parent company, the MRG and through MRG Finance itself the bond issuer , collapses by two-thirds to around 7% of the face value.


In second place is Agri Resources at a discount of over 40% to 23%. It is followed by Metalcorp at 11% of par and finally R-Logitech down from 15% to 20%.

The latter two are already in the process of being restructured. The other two are likely to follow , the courses say.

With all price information, it must be taken into account that the lows were already lower this morning and are of course also highly volatile - the time of this creation can therefore only be a snapshot , especially since in the meantime news from Agri Resources was running on the ticker.

The trigger should / could be that the interest due at Agri Resources 2021/26 was apparently not transferred on time at the weekend or possibly with a reverse transfer. Only readers who are affected can let us know the latter. A process that was already known from Metalcorp last year . The ad hoc didn't come until the next day. This was explained as a formal necessity and it went into restructuring.


@AgriResources
In the meantime, Agri Resources has clarified the interest payment ( dgap News 1334 hours).

The Mid Term Notes 2018/23 of the financial holding MRG Finance are due in October. A restructuring of the bond conditions as in the case of the other subsidiaries (maturity, etc.) – currently without Agri Resources – should only be a matter of time. The current courses do not express anything else. The only other plausible explanation for the collapse of the Monegasque's entire price range would be the destocking of positions by a fund that would be heavily invested in the stocks mentioned.

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Mi correggo su quanto avevo scritto in un post precedente a proposito di bombardier 2025: ho ricevuto adesso un rimborso parziale del 50% del nominale. Aveva ragione l utente Andrea85 che lo aveva segnalato. Sulla pagina internet bombardier investor relations si trova il comunicato
 
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