Obbligazioni societarie La saga della famiglia Espírito Santo: cosa succederà alle obbligazioni BES ed ESFG?

[angy2008]

Io mi aspetto una salita, ma non leggo il futuro e - spesso - sbaglio.
Comunque, volendo possono iniziare a risanare i bilanci convertendo le T2 in azioni... se proprio hanno necessità.

c'è una gabola sulle T2 per convertirle in azioni?

 

[tommy271]

c'è una gabola sulle T2 per convertirle in azioni?

Oggettivamente non ne vedo la necessità ... almeno, per il momento.
Come pure questa operazione sui "senior".

I bilanci ci dicono che Lone Star poteva "spremere" quanto necessitava dallo stato portoghese... ed è quello che ha fatto.
La banca si è rivelata un pozzo senza fondo e resta qualche problematica rispetto agli asset ... gli immobili sono stati venduti in sottostima, secondo alcuni.
La gestione del NovoBanco resta comunque leggermente positiva, se non si considerano le pendenze ancora aperte dalla transizione con il vecchio BES.

A mio avviso è giunto il momento di vendere la banca ad un'altro gruppo.

 

[warren baffo]

anch'io ricordo così, basta andarsi a tirare fuori i messaggi di Russia di allora, l'aveva anche postato bello in grande il suo NO

anche Sandrino spiegava bene la ns posizione

Messaggio per LONESTAR.

Vi riserveremo il trattamento di WALTER con SMOOKY.

 

[lomellino]

Come da copione la 2035 si vende a 86 si compra 86,50
2043 si compra a 86,25/87,25 vende 86,75/87
2052 compra 19,75 vende 20,42/20,50 OTC da verificare operativita’

 

[giorgio225]

Comprato 100 k del 2043 a 86.85 solo per gestione portafoglio.

tempo fa manifestai anche io l'intenzione per un simile acquisto ma in quattro o cinque (non vado indietro per vedere chi, non ne vale la pena) mi hanno ridicolizzato per non preferire la 2035 (che già avevo). io ho fatto l'acquisto e sono contento così.

 

[fol-low IO]

mi sembra di capire che in prima convocazione han bisogno dei 2/3 del flottante per raggiungere il quorum e passare la risoluzione (quindi non votare aiuta). In seconda convocazione, an bisogno del 75% dei voti (positivi), quindi solo allora ci verra' eventualmente chiesto di votare si o no (e bisognerà votare).

La notizia positiva e' che al momento han raccolto il supporto del solo 14% del flottante (amico)

https://www.novobanco.pt/site/cms.aspx?srv=207&stp=1&id=840962&fext=.pdf

.......
9) The Meeting shall be entitled to pass the Extraordinary Resolution if one or more persons holding or representing in the aggregate not less than two-thirds of the nominal amount of the Securities for the time being outstanding are present, and the Extraordinary Resolution shall be passed if a majority of at least 75 per cent. of the votes cast at the Meeting are in favour of the Extraordinary Resolution. In the case that one or more persons holding or representing not less than two-thirds of the nominal amount of the Securities for the time being outstanding are not present within 15 minutes (or such longer period not exceeding 30 minutes as the Chairman may decide) from the time initially fixed for the Meeting, an adjourned Meeting may be convened to be held not less than 13 clear days nor more than 42 clear days following the first Meeting (exclusive of the date of such Meeting and the date fixed for the adjourned Meeting), and will be validly constituted if one or more persons holding or representing in the aggregate not less than one-third in nominal amount of the Securities for the time being outstanding is or are present at the adjourned Meeting and the Extraordinary Resolution may be passed if a majority of at least 75 per cent. of the votes cast at the adjourned Meeting are in favour of the Extraordinary Resolution. For the purposes of determining whether the requisites of quorum and majority of votes referred to above are complied with, the Tender Agent will follow the Tender Instructions or Voting-Only Instructions delivered by the beneficial owners of the Securities in the manner contemplated in the Tender Offer and Solicitation Memorandum as well as the Meeting Provisions. If a quorum is not present within 15 minutes (or such longer period not exceeding 30 minutes as the Chairman may decide) at any adjourned Meeting, such adjourned Meeting shall either (with the approval of the Trustee) be dissolved or further adjourned as provided in the Meeting Provisions


Si, è così. Purtroppo Binck (e anche allora qualcuno intervenne...il Russia credo) ha solo offerto l'opzione di ADESIONE, bisognerebbe chiedere di modificare le opzioni in SI ADERISCO CON TOT DI NOMINALE, oppure "NO! voto NO! e peso TOT di nominale".

 

[fol-low IO]

Ho scritto oira a Binck affinché modifichi il suo "modulo" di adesione, modificandolo in un modulo con possibilità di "espressione di Voto" (CONTRARIO) sulla "Extraordinary Resolution".
Se volete aggregarvi.....

 

[Fabrib]

Grazie.

 

[Jackrussel]

https://www.novobanco.pt/site/cms.aspx?srv=207&stp=1&id=840962&fext=.pdf

.......
9) The Meeting shall be entitled to pass the Extraordinary Resolution if one or more persons holding or representing in the aggregate not less than two-thirds of the nominal amount of the Securities for the time being outstanding are present, and the Extraordinary Resolution shall be passed if a majority of at least 75 per cent. of the votes cast at the Meeting are in favour of the Extraordinary Resolution. In the case that one or more persons holding or representing not less than two-thirds of the nominal amount of the Securities for the time being outstanding are not present within 15 minutes (or such longer period not exceeding 30 minutes as the Chairman may decide) from the time initially fixed for the Meeting, an adjourned Meeting may be convened to be held not less than 13 clear days nor more than 42 clear days following the first Meeting (exclusive of the date of such Meeting and the date fixed for the adjourned Meeting), and will be validly constituted if one or more persons holding or representing in the aggregate not less than one-third in nominal amount of the Securities for the time being outstanding is or are present at the adjourned Meeting and the Extraordinary Resolution may be passed if a majority of at least 75 per cent. of the votes cast at the adjourned Meeting are in favour of the Extraordinary Resolution. For the purposes of determining whether the requisites of quorum and majority of votes referred to above are complied with, the Tender Agent will follow the Tender Instructions or Voting-Only Instructions delivered by the beneficial owners of the Securities in the manner contemplated in the Tender Offer and Solicitation Memorandum as well as the Meeting Provisions. If a quorum is not present within 15 minutes (or such longer period not exceeding 30 minutes as the Chairman may decide) at any adjourned Meeting, such adjourned Meeting shall either (with the approval of the Trustee) be dissolved or further adjourned as provided in the Meeting Provisions


Si, è così. Purtroppo Binck (e anche allora qualcuno intervenne...il Russia credo) ha solo offerto l'opzione di ADESIONE, bisognerebbe chiedere di modificare le opzioni in SI ADERISCO CON TOT DI NOMINALE, oppure "NO! voto NO! e peso TOT di nominale".

Esatto. Penso anch'io che bisogna chiedere a Binck di modificare le opzioni aggiungendo il NO.
Mando anch'io mail a Binck
Chi ha Binck sarebbe utile facesse altrettanto...

 

[wallner]

https://www.novobanco.pt/site/cms.aspx?srv=207&stp=1&id=840962&fext=.pdf

.......
9) The Meeting shall be entitled to pass the Extraordinary Resolution if one or more persons holding or representing in the aggregate not less than two-thirds of the nominal amount of the Securities for the time being outstanding are present, and the Extraordinary Resolution shall be passed if a majority of at least 75 per cent. of the votes cast at the Meeting are in favour of the Extraordinary Resolution. In the case that one or more persons holding or representing not less than two-thirds of the nominal amount of the Securities for the time being outstanding are not present within 15 minutes (or such longer period not exceeding 30 minutes as the Chairman may decide) from the time initially fixed for the Meeting, an adjourned Meeting may be convened to be held not less than 13 clear days nor more than 42 clear days following the first Meeting (exclusive of the date of such Meeting and the date fixed for the adjourned Meeting), and will be validly constituted if one or more persons holding or representing in the aggregate not less than one-third in nominal amount of the Securities for the time being outstanding is or are present at the adjourned Meeting and the Extraordinary Resolution may be passed if a majority of at least 75 per cent. of the votes cast at the adjourned Meeting are in favour of the Extraordinary Resolution. For the purposes of determining whether the requisites of quorum and majority of votes referred to above are complied with, the Tender Agent will follow the Tender Instructions or Voting-Only Instructions delivered by the beneficial owners of the Securities in the manner contemplated in the Tender Offer and Solicitation Memorandum as well as the Meeting Provisions. If a quorum is not present within 15 minutes (or such longer period not exceeding 30 minutes as the Chairman may decide) at any adjourned Meeting, such adjourned Meeting shall either (with the approval of the Trustee) be dissolved or further adjourned as provided in the Meeting Provisions


Si, è così. Purtroppo Binck (e anche allora qualcuno intervenne...il Russia credo) ha solo offerto l'opzione di ADESIONE, bisognerebbe chiedere di modificare le opzioni in SI ADERISCO CON TOT DI NOMINALE, oppure "NO! voto NO! e peso TOT di nominale".

In seconda convocazione per il numero legale è sufficiente 1/3 del nominale e perché passi è sufficiente il voto favorevole di 2/3.
Con 2/9 la mozione passa. In pratica se la quantità outstanding è 104'699'000 € sono sufficienti € 23'266'444.
Correggetemi se sbaglio