Re: 3 temas a tener en mente...
Have been involved in this way too long, but not going anywhere until satisfied that things have run their course. With the LTI, not much to worry about. Not tradeable, so we get what we get - if anything. With WMIH, we all must decide how long to wait and time our exit points, whenever that day comes. We all know it is NOT 46 cents and we all sure hope that it is NOT 80 cents. When announcements come indicating each move forward, we will all have to decide when our return has been maximized. Right now, it very difficult to make that determination. For some, like Gibson and Observer, it seems like they made that call quite a while back. For others, they may be exiting right now. For the rest of us, we wait and see how it unfolds. Personally, I have stuck it out because of AAOCs determination to get Newco and wipe out equity in the process. Just sense that there is more to come. WMIH at only 160mm valuation. No, not going for it.