the biggest tell for this company is22 May 2020 13:19
despite the tremedous amount of joblosses, the reduced recovery rate, italy going down the greece route but more importantly the economy moving into a bear market, their 7YR and 10YR ERC collection estimates have not changed. If they believe they are not impacted by Margrets 'defaulted' loan they purchased, who now has lost her job, who with the little she had was just about paying her loan to Arrow. Well we have seen collections have gone down yet their estimates have not changed.