Obbligazioni in dollari Obbligazioni in dollari USD
- Creatore Discussione elteta
- Data di Inizio
però si porta dietro questa situazione debitoria non bella. un cippino l'ho messo comunque...
Seventy Seven Energy Inc.
Moody's Org ID:822729117
Previous Name:CHESAPEAKE OILFIELD OPERATING
Market Segment:Corporates
Industry:ENERGY: OIL SERVICES
Peer Group:Energy, Oilfield Services
Domicile:UNITED STATES
LONG TERM RATING Rating: B2, Not on Watch Type: LT Corporate Family Ratings - Dom Curr Date: 01 Jun 2015
SHORT TERM RATING Rating: SGL-2, Not on Watch Type: Speculative Grade Liquidity Rating Date: 05 Jun 2014
OUTLOOK
Negative
Date: 01 Jun 2015
angy2008
Forumer storico
il thread dei bond in $ proprio non piace, stà sempre in sordina.
Lo rianimo con una brutta notizia, il Brasile ha richiamato il bond 11% del 2040, era probabile ma non lo davo per certo, ora ho altra liquidità e poche idee o meglio le idee le avrei ma i trader sono troppo ingordi.
Lo rianimo con una brutta notizia, il Brasile ha richiamato il bond 11% del 2040, era probabile ma non lo davo per certo, ora ho altra liquidità e poche idee o meglio le idee le avrei ma i trader sono troppo ingordi.
sparviero7000
Forumer storico
peccato l'anno scorso l'aveva scampata ...
Fabrib
Forumer storico
Io ho messo qualche soldino qui:
Term Preferreds and Exchange Traded Debt Maturing in 10 years or Less | The Yield Hunter
tommy271
Forumer storico
In questi giorni stavo dando un'occhio alle Petrobras, ritornate ad un discreto livello di ingresso (anche qui quasi tutte con call).
Attendo un rientro del WTI in un range tra 45/50.
angy2008
Forumer storico
non l'aveva scampata ... non c'era proprio la call
tommy271
Forumer storico
Da Paolo Gorgo su "PetroBras":
Low Brent oil prices are helping PBR in generating free cash flow, which is very desirable for a heavily indebted company. With every price decline, PBR strengthens its cash flows in two ways: paying fewer taxes and paying less for its imports. In the short term, low oil prices are the best for PBR in order to walk a healthier path, reducing debt and bringing profits to their shareholders.
In the medium term, by achieving a net exporter position (i.e., growing production) part of these benefits will disappear, so higher oil prices are desirable in the future (the next three years). Also in the medium-term view, the company's intrinsic value needs higher oil prices, but due to the impairments made in Q4 2014, the oil reserves of PBR are actually valued at these low prices.
So keeping these factors aligned, I see PBR as a buy opportunity, as long as the government allows these extraordinary benefits to restore the company's cash flow and reduce debt.
Petroleo Brasileiro Benefits From This Season Of Low Brent Oil Prices - Petrobras - Petroleo Brasileiro S.A. (NYSE
BR) | Seeking Alpha
Low Brent oil prices are helping PBR in generating free cash flow, which is very desirable for a heavily indebted company. With every price decline, PBR strengthens its cash flows in two ways: paying fewer taxes and paying less for its imports. In the short term, low oil prices are the best for PBR in order to walk a healthier path, reducing debt and bringing profits to their shareholders.
In the medium term, by achieving a net exporter position (i.e., growing production) part of these benefits will disappear, so higher oil prices are desirable in the future (the next three years). Also in the medium-term view, the company's intrinsic value needs higher oil prices, but due to the impairments made in Q4 2014, the oil reserves of PBR are actually valued at these low prices.
So keeping these factors aligned, I see PBR as a buy opportunity, as long as the government allows these extraordinary benefits to restore the company's cash flow and reduce debt.
Petroleo Brasileiro Benefits From This Season Of Low Brent Oil Prices - Petrobras - Petroleo Brasileiro S.A. (NYSE
BR) | Seeking Alpha
angy2008
Forumer storico
qualcosa ho anche io prese da lì ma per la maggior parte sono emittenti che conosciamo pochissimo
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