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was very much a Bill Bearment fan this wasn't on my current reduce list yesterday ( need to reduce the portfolio by about $300K for a new project ) the banks are being difficult so looks like i will be eliminating the bankers ( including in the portfolio ) but we agree that is clumsy shareholder communication skills , at best ( also am not a fan of companies borrowing in USD when most of the deployment is in another currency ) , $A800 million should have been nicely achievable @ 6%( ish ) for senior debt but will be watching on Monday maybe the market will like this news ( the market often amazes me ) i probably won't be hitting the exit but trimming the holding that is possible ( am nicely in front so far on NST )
was very much a Bill Bearment fan
this wasn't on my current reduce list yesterday ( need to reduce the portfolio by about $300K for a new project )
the banks are being difficult so looks like i will be eliminating the bankers ( including in the portfolio )
but we agree that is clumsy shareholder communication skills , at best ( also am not a fan of companies borrowing in USD when most of the deployment is in another currency ) , $A800 million should have been nicely achievable @ 6%( ish ) for senior debt
but will be watching on Monday maybe the market will like this news ( the market often amazes me ) i probably won't be hitting the exit but trimming the holding that is possible ( am nicely in front so far on NST )
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