Tweets desde la Corte
http://twitter.com/#!/DelShareholder
DelShareholder Ilene Slatko
Brian Rosen now talking w both Seth and Ed...
Maxwell PJ Solomon al estrado...
Seth Ard w Anders Maxwell.
http://twitter.com/#!/DelShareholder
DelShareholder Ilene Slatko
Brian Rosen now talking w both Seth and Ed...
Maxwell PJ Solomon al estrado...
Seth Ard w Anders Maxwell.
Otra que esta bombeando.
He sees the reorg as a very viable business moving forward
Maxwell: after returns to investors and company, he estimates that reorg would be worth approx 260M
Maxwell: Zellin overlooked a key component of building a biz which is using debt. Re-insurance could be very profitable
Maxwell: a sophisticated investor would naturally inestigate and pursue this venture as a profitable bus. And to maximize the NOL's
Ard: if we use the same Blackstone valuation, but use my figures on cost of equity capital,etc. my valuation gives 120M more NPV to reorg
Q: are there nontax resons to do both debt and equity raises?
A: yes, given the current housing climate, its the right time
¿hemos ido bien alguna vez? no se como sacas esa conclusión. Maxwell habla de 120 Millones más de valor.
Maxwell and Mastando still engaged in conversation essentially fruitless...
Q: the unique opportunity w reorg is using the NOL's? A: yes, but I disagree w Blackstone's approach
Mastando is really digging a hole here, even JMW is looking like she may interrupt at any moment
Whole group of SNH out again in the hall! It would certainly appear that they are a bit worried
Maxwell sigue peleando con Mastando y se termina este round.
Tambien hablan de NOL futuros, ese concepto no es intrinseco para poner a la equidad in the money, La Juez lo sabe y sentenciara al respecto. Sigue bombeando majete. GSA justo y razonable. Quedan 2 telediarios ¿Que se te ocurrirá luego Belleza? ¿En vez de vender porque no compras mas y das ejemplo de confianza, con un par? Mientes como un cosaco.