#91289
Re: Cobas AM: Nueva Gestora de Francisco García Paramés
Henrik Alex es uno de mis "contribuidores" favoritos en Seeking Alpha. Creo q fue auditor en KPMG durante muchos años en Alemania, y es un experto en analizar deudas, refinanciaciones, reestructuraciones, etc...recuerdo sus piques con nuestro inefable y queridísimo Mr. Pump&Dump, Captain Mintzmyer...cuando la acción de TK se fue de $6 A $10, Henrik Alex decía q era todo por el pumping de Mintzmyer, q no tenía sentido por el escaso interés de institutional investors (Mintzmyer atraía a muchos retail investors)...otro contribuidor q se picaba con Minztmyer era "Long Player", pero éste tiene menos luces, y perdía todos los debates...
hago un copy&paste de otra cosa q dice Henrik Alex en SA sobre GLNG:
"The company is now forced to review how Golar Power's existing contracts were secured and the issue might very well have an impact on future business prospects with the CEO now firmly linked to the Car Wash Scandal.Hygo needs to IPO until June 2021, otherwise the company will be subject to substantial penalties and lack the liquidity to finance its growth projects.GLNG was in the process of securing a revolver to deal with $180 million in short-term debt maturities. If the company's banks don't provide these funds, GLNG could default on the debt."
por cierto, alguien sabe como anda el tema de GLNG con BP por el caso de fuerza mayor respecto a una FLNG??
hago un copy&paste de otra cosa q dice Henrik Alex en SA sobre GLNG:
"The company is now forced to review how Golar Power's existing contracts were secured and the issue might very well have an impact on future business prospects with the CEO now firmly linked to the Car Wash Scandal.Hygo needs to IPO until June 2021, otherwise the company will be subject to substantial penalties and lack the liquidity to finance its growth projects.GLNG was in the process of securing a revolver to deal with $180 million in short-term debt maturities. If the company's banks don't provide these funds, GLNG could default on the debt."
por cierto, alguien sabe como anda el tema de GLNG con BP por el caso de fuerza mayor respecto a una FLNG??