Re: Los hechos y la fantasia !!!! Leed porque esto es bueno bueno (traductor google para los no english)
Yo ya lo comentaba antes estaba muy tranquilo desde el momento que el UST solicitó la creación del EC. Ahora el UST vuelve a sacar la cara por el EC, así que creo que estamos relativamente bien protegidos.
Ahora que se desarrollen los acontecimientos como sea:
1.- Que callen a los accionistas indemnizándonos a base de bien
o
2.- Que sufran, que los responsables afronten sus responsabilidades (civiles y penales) y que la jueza emita un veredicto.
Yo creo que este caso hará historia...
Re: Los hechos y la fantasia !!!! Leed porque esto es bueno bueno (traductor google para los no english)
Ptolomeo es LA US Trustee, Mc Mahon es solo el ayudante.
Si que vamos a hacer historia... ya me veo contandole a mis hijos
la historia del caso WAMU en el año de la Crisis :)
Después del EC en progreso pasando Bonos a Acciones
If Bond Prices fall at this juncture - might that be a good sign for common stock and the pfds?
Might such a fall in bond prices suggest that the bond buyers did in the very recent past see some way of receiving far more then par and interest for holding a bond?
(Still not sure how they would do it - but boy for the risk left 98% seemed way too high for a 15% return IMO)
So
Now
With EC
Should we not expect a backing down of price on the bonds to a "normal risk reward price" for say 1150 a bond as max payout?
Might such a bond price be 850-900 dollars a bond?
(instead of the 980-990)
And if that should happen
What does such A REDCUTION in bond price say for common and pfd?
And bonds IMO APPEAR itching to fall
To Fall for first time in months and months
Is that a good sign for common and pfds
Again the logic
98 cents never made sense to me with 4B in disupute and NOL not 100% guaranteed to come to WMI
So why were the bonds at 98 or par on the trading floor if the gain was lost interest or say 150 bucks?
Working from price of bonds backwards - to support such a price as 98-par - the bond holders must have thought they get more then par and interest some how
Well - how can they think that now with EC (of after Judge says EC is here to stay)
So bonds should decline in price as max return should go back to normal par plus interest
And as some bond holders sell some bonds - might they then invest more in the prfds and common
Just trying to make sense of PAST bond price of 98
And if it was assumption of more then par and interest
Bond prices MUST drop soon
And what will that do to price of common or pfd - via the physical action if anything
And or - if bond prices drop to say 90-85 for a 35% return without equity hurting ---- does that mean equity is going to get more of the pie?
said it 5x ways --- I think if we are long the equity - and if we think bond holders were plotting for our equity potential money - we MUST see bonds go down and equity go up
what am I missing?
Quien es quien en el Caso WAMU
Re: Quien es quien en el Caso WAMU (2)
Re: Washington Mutual demanda a la FDIC por 17 billones US$ + daños
Con no entrar tienes bastante
Si hubieras invertido en WAMU no pensarias asi.
No creo que este hilo se vaya a ninguna parte pues tiene bastantes seguidores.