IL MARATONETA
Forumer storico
Anche io sto pensando all'acquisto visto che ne ho in carico a 100. Il settore è di vitale importanza per i collegamenti via mare per cui a questi prezzi vedo maggiori opportunità dei rischi.
Obbligazioni societarie HIGH YIELD e oltre, verso frontiere inesplorate - Vol. 2
- Creatore Discussione gionmorg
- Data di Inizio
angy2008
Forumer storico
ma la provavo a prendere a 10 ... è un gratta e vinci
Big banks pressure Sears for asset liquidation
Oct. 11, 2018 8:04 AM ET|About: Sears Holdings Corporation (SHLD)|By: Clark Schultz, SA News Editor
A group of lenders that includes Bank of America, Citigroup and Wells Fargo is pushing Sears Holdings (NASDAQ:SHLD) hard to liquidate assets under a Chapter 7 bankruptcy, according to The Wall Street Journal. The banks aren't buying that a reorganization plan pitched by Sears is in their best interest.
The clock is ticking on Sears with $134M in loan payments due next Monday.
For traders with steely nerves, shares of Sears are down 9.58% in premarket trading to $0.44. Where do they land at the end of the week?
Oct. 11, 2018 8:04 AM ET|About: Sears Holdings Corporation (SHLD)|By: Clark Schultz, SA News Editor
A group of lenders that includes Bank of America, Citigroup and Wells Fargo is pushing Sears Holdings (NASDAQ:SHLD) hard to liquidate assets under a Chapter 7 bankruptcy, according to The Wall Street Journal. The banks aren't buying that a reorganization plan pitched by Sears is in their best interest.
The clock is ticking on Sears with $134M in loan payments due next Monday.
For traders with steely nerves, shares of Sears are down 9.58% in premarket trading to $0.44. Where do they land at the end of the week?
salice02
Forumer storico
fabriziof
Forumer storico
Mi é dispiaciuto venderlo ,era il bond più vecchio in ptf,Maggio 2015 preso la prima volta sui 50.Nel frattempo ,da lunedì,é già sceso di 2 punti.Consiglio a chi ce l'ha di tenerlo d'occhio perché non mi convince.
Proteus40
Forumer attivo
Io Moby la seguo costantemente, non mi risultano notizie degne di nota, le quotazioni sono influenzate chiaramente da fondi speculativi e che hanno preso di mira anche altre HY italiane (tipo CMC Ravenna). Al momento il prezzo è sotto il recovery rate previsto in caso di default (sia di Moody's che S&P), vi sono però incognite significative come la decisione della commissione europea, la scadenza della convenzione con lo stato tra un paio di anni ed altre cose simpatiche, però meno significative.
Ultima modifica:
salice02
Forumer storico
Per conto mio lo Stato deve anche tenere conto che Moby si è accollato il carrozzone Tirrenia pieno di debiti (di fatto liberandolo da questo fardello) e quindi non credo che quando tra due anni la convenzione scadrà ci possano essere grossi sconvolgimenti rispetto alla situazione attuale.
Proteus40
Forumer attivo
No, la convenzione verrà rinnovata con bando europeo e potrebbe fare gola a Grimaldi che è l'unico vero avversario di Onorato, quindi non la darei per scontata. I debiti sono rimasti alla gestione fallimentare della vecchia Tirrenia e che è ancora creditrice di 180 milioni (debito non senior, non garantito), sospeso proprio in attesa della decisione della commissione europea e che presenta delle incognite notevoli. A questo prezzo il rischio credo sia modesto, rispetto al rendimento, ad averci liquidità raddoppierei e se mantiene questi livelli ad inizio 2019 azzardo.
dulcamara
Forumer attivo
Exclusive: Lampert explores bid for Sears assets in bankruptcy - sources | MarketScreener
(Reuters) - Sears Holdings Corp Chief Executive Officer Eddie Lampert is exploring a bid for some of the cash-strapped U.S. retailer's businesses and real estate once it files for bankruptcy as an alternative to a traditional court-supervised reorganization, people familiar with the matter said on Thursday.
Under this scenario, the 125-year-old department store operator, once the world's largest retailer, would initially avoid an outright liquidation, but would have to navigate the bankruptcy process without some of its key assets.
Lampert, who is Sears' biggest shareholder and lender, is considering bidding for its Kenmore appliances brand and home services business in addition to some real estate, the sources said.
Sears is also weighing a traditional bankruptcy reorganization, and no final decisions have been made, the sources added.
Lampert had already offered $480 million for the Kenmore and home services businesses as part of an out-of-court rescue plan, and is mulling trying to buy them through bankruptcy auctions under this option, the sources said. The auctions are executed under Section 363 of the U.S. bankruptcy code.
The exact assets that Lampert is thinking about purchasing in bankruptcy remain in flux, the sources said.
Lampert could help finance his bids for the assets by forgiving some Sears' debt, as opposed to putting in more cash, one source said.
Sears is still negotiating potential financing to keep it afloat while under bankruptcy protection after discussions with banks on Wednesday night failed to result in an agreement, the sources said.
Another meeting with potential financing sources was planned for Thursday, the sources added.
The sources declined to be identified because the deliberations are confidential. A Lampert spokesman declined to comment while a Sears spokesman did not immediately respond to a request for comment.