RE: Baron gone long on Enq - enough said !!10 Jan 2021 15:42
If IR have 3 options and are not worried about refinance, then its not an issue. Thatwas witj Btent at $45
With Brent nearer $60, Enq will have many many more options... even if they pay 10% on Bonds, it is only $30m extra, or $2 on Brent.