GWalker

Investor, mountain biker, and enjoy reading

[GWalker @GCWalks]

@ErikSTownsend If you’re an insurance underwriter, how do you model this new risk paradigm?

[GWalker @GCWalks]

@PKsNYC @JosephTMetcalf Joseph as you and I discussed there may be a different pool of lenders this pilot could be done with. The ABL lenders will understand this. Would need to learn more to be certain. Live to have a conversation with right person at Minehub

[GWalker @GCWalks]

@ErikSTownsend If I was an insurance underwriter at one point do I tell my boss “okay we are good to provide insurance again”. That still has to happen. How is one supposed to make the decision that the risk is contained and insurable?

[GWalker @GCWalks]

@SStapczynski Are they doing this without any insurance?

[GWalker @GCWalks]

@BruceGoose007 @1MarkMoss Jetch-With all due respect that is the power of “X”. People share their views and back and forth dialogue happens allowing a reader to come up with his or her own view. Nothing to feel ashamed about.

[GWalker @GCWalks]

@thewatsonview Thanks. Will company report interims shortly? Wondering about cash position and potential dilution from capital raise.

[GWalker @GCWalks]

@thewatsonview Listening to the interview. Lower pricing is nice but higher advance rates against the collateral also important with less reserves against the collateral.

[GWalker @GCWalks]

@IndexDecoded @ekwufinance Don’t they have swap lines with the Fed/Treasury so they don’t sell?

[GWalker @GCWalks]

@ErikSTownsend @Rory_Johnston Has to be very difficult for an insurance underwriter to assess the risk if and when there’s an agreement. That is a gating issue, no?

[GWalker @GCWalks]

@RealRickRule The Long Island Railroad tunnel into Grand Central may have taken the mantle from the Big Dig.

[GWalker @GCWalks]

@JoshCrumb @GuyChase9 If Abaxx wasn’t funded it’s an issue. It has been funded and the latest $50.0 raise solves multi year capital. We are good. Now it grows.

[GWalker @GCWalks]

@JoshCrumb @GuyChase9 This is a long term investment. Ignore the shorts.

[GWalker @GCWalks]

@James_Duade I’m thinking that the 11x price to sales figure is assumed for a company generating 50% profit margin. Is there support for that profit margin assumption?

[GWalker @GCWalks]

@ErikSTownsend The possibility that this will end the fighting is a win. Iran sustained a lot of damage. Definitely slowed them down in what was becoming a very dangerous and growing world concern. The media will call this a failure and they will be wrong.

[GWalker @GCWalks]

@ErikSTownsend So you’re saying there’s a chance?

[GWalker @GCWalks]

@thinkpill4796 @RealRickRule No that is not correct. Listen to the Senate hearing today.

[GWalker @GCWalks]

@MarioNawfal @Kathleen_Tyson_ NYT is not a source. The writer at the NYT is relaying the story from a “source”. I did not read the article but I would guess the source is that “Anonymous” guy again. He is the source for a lot of their articles.

[GWalker @GCWalks]

@matt_fernley @bagcutter Your other point about having your own secure source is very relevant. Oil producing regions are always at risk. Interesting post.

[GWalker @GCWalks]

@rjackcarlson @ErikSTownsend The US needs Nuclear desperatly”….Let’s build it in that guys town (not mine) will be the biggest hurdle we face”.