@VoRuyGripp You have it online. They told us spreads will be usd 800 for Q2 and the "normality" will return 10 months after Hormuz opens. So, we are going to have good spreads on 2026 and half of 2027. They want to restructure gaining a few more years on the bonds with less interest too.
@VoRuyGripp 35% of chance to zero???? Seems that you didn't read... This has a 70% chance of your base case, 25 of your bull and 5 of zero. Did you know what IR said on earnings? I have 28 and 81 bonds, no shares. Have a great day, cheers!
Analistas de Wall Street:
“Downgrade para $NU, hay incertidumbre por el nuevo CFO y los márgenes". La acción cae 8% en un día.
Management de $NU:
"Aprobamos US$ 1.000 palos verdes para comprar nuestras propias acciones porque están ridículamente baratas. Nostros ponemos la caja donde ponemos la boca.”
El clásico juego de quién tiene la billetera más grande. Hermosa transferencia de riqueza de las manos débiles al propio corporate.
Capital allocation masterclass.
Que poco $NU tengo. Fua
NFA