limpeh

Sam, 10 yrs+ investing in public and private equity, distressed and SS debt

[limpeh @notcryptonative]

@GavMcCracken What’s good for trump is good for them too

[limpeh @notcryptonative]

@calvinfroedge The holder composition is what matters more. I'm guessing enough paper has traded into distressed funds that a deal can be reached. What that deal is though...

[limpeh @notcryptonative]

@calvinfroedge It's gonna be hardball between pbr/ig4 and the creditors it's just natural for some skittishness. I'm sure it will resolve in a satisfactory manner but will be a wild ride

[limpeh @notcryptonative]

@GordianKnotDev @calvinfroedge Fan of yours @calvinfroedge but couldn't both be true. These things are rarely single-factor no?

[limpeh @notcryptonative]

@liqian_ren Maybe they've given up on the domestic markets awhile back haha

[limpeh @notcryptonative]

@Bleacherbum Tbf we gotta be in the quiet period now?

[limpeh @notcryptonative]

@kjnkjp What's the substitute? No gift? Or cheaper gifts (snacks in plain boxes?)

[limpeh @notcryptonative]

@DaBao_ @pandawatch88 Bro can share the Syria and Georgia recs plz

[limpeh @notcryptonative]

@BruceIkeGold Thanks. Is it just a risk mitigation thing?

[limpeh @notcryptonative]

@RnaudBertrand Don't think it's ever been quiet mate

[limpeh @notcryptonative]

@BruceIkeGold Do you stack gold or use one of the ETFs?

[limpeh @notcryptonative]

@calvinfroedge

[limpeh @notcryptonative]

@tleilax___ In what world is the US withdrawing support

[limpeh @notcryptonative]

@jukan05 I don't get what the hoopla is all about, pretty normal biz practice. Anyone who's got a DRC or Patek allocation from an authorized retailer knows exactly what's going on ¯\_(ツ)_/¯

[limpeh @notcryptonative]

@ALLKAResearch FWIW based on what I'm reading we could be making it out of this with a non-dilutive resolution: creditors gives A&E and Petrobras gives generous supply terms and committed feedstock at good prices, etc. Obviously BEST CASE but we're a ways away...

[limpeh @notcryptonative]

@U3Caf2 @ALLKAResearch Minorities essentially have a tag-along. Because Nov received debentures, I guess they will translate that into a fair-value for the shares and offer that as takeout price. 'Fair' is going to be the crux; can be face value or can be NPV (then the discount rate matters...)

[limpeh @notcryptonative]

@DaBao_ @shravanrayhaan @ryan_a_albert @MikeFritzell @grok (Am I doing this right?)

[limpeh @notcryptonative]

@calvinfroedge You meme, but gooseneck barnacles are legit

[limpeh @notcryptonative]

@CRUDEOIL231 Thanks for sharing your thoughts here!