Member Info for zccax77

I hope not, a lot of private investors have got their pensions and life savings in there per an ft article I saw. Some of them put 100% of their money on it. What a scam.

What you think is equity is really an option value masquerading as something tangible. This is no different to TCG or DEBS who were all profitable on an EBITDA basis just before they weren’t. Anyway these are my views. A bid might still come for this.

The best bits of their debt trade at 89p in £1. What do the bond markets infer re the value of the equity here.

Mccarrick managed to sell out of SXX? What do you recon the equity value is?

Most definitely not. Your question needs to be more nuanced ;-)

That Bangor shopping centre has a yield of 31% makes INTU's 8% yield look expensive. I can see why the banks are nervous.

Busy today? almost 500 messages. Hope it does will be good for the UK and hope investors multi-bag.

Some of us are hoping the shorters take this down to 250p again so we can top up. These shares are tightly held, every single share they sell to me they will be buying back at 300%.

Sain, thanks for that. Just goes to show how few buyers there are.

That’s my view as well. He is also reducing his macro bank holdings at the bottom of the market.

I prefer to own spreadbetting company shares than use their services. They don’t play with a straight bat.

What platform do you use?

Codey when you say harm, what exactly do you mean?

To the guy who was long vix well done.

https://www.drapersonline.com/news/next-introduces-cva-clause-to-demand-rent-cuts/7030440.article

You forgot Monsoon which is another 2%.
One thing about DEBs is that they are anchor tenants in all their sites taking up significant space, if they go so do their sites.

Boots: https://eastoncaller.com/boots-is-set-to-close-more-than-200-stores-in-next-two-years-in-new-blow-to-high-street/202146/

Oh did I forget to John Lewis who have a lot of sites at INTU: https://www.theguardian.com/business/nils-pratley-on-finance/2019/sep/12/john-lewis-should-copy-jd-sports-and-hit-its-landlords-hard

All the banks have risen 15-20%, even CYBG. I think our turn will come next week.

Devonplay, Intu will be making a prepayment on this bond soon due to sale of Derby. So makes a safe bet.

So 5% YTM. Does not bode well for them come refinance.

iStock agreed, now its just a case of buying the dip and they lose further shorting ammo. Think they are realising there is not much they can do to lower this any further.