05-15-26 panasonic
| Any explanation why gold & dollar are falling at the same time? |
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05-15-26 savo
much less than what the diabolic banks have been saying for years to keep bond prices suppressed
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05-15-26 carib
| https://bitacoraeconomica.com/calixto-ortega-sanchez-anuncia-auditoria-de-acreencias-para-determinar-monto-real-de-la-deuda-a-renegociar/ |
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05-15-26 leopardo
Anyway, the bondholders will try to maximize the recovery, and in my opinion, given a counterparty like Venezuela, they will succeed even with
a significant debt haircut. |
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05-15-26 carib
The entire cuban regime can claim political dementia, actually..
:-) |
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05-15-26 panasonic
| Carib, exactly he only needs to claim dementia and case closed. |
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05-15-26 carib
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05-15-26 panasonic
| Raul will defend himself, doesn't need to spend in lawyers :-)) |
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05-15-26 Merlino
The United States is moving to indict former Cuban leader Raúl Castro on potential charges in a 30-year-old case involving the downing of two humanitarian planes.
.................
Good |
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05-15-26 carib
| The United States is moving to indict former Cuban leader Raúl Castro on potential charges in a 30-year-old case involving the downing of two humanitarian planes. |
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05-15-26 carib
| CIA Director John Ratcliffe led a US delegation to Havana to meet with Cuban government officials on Thursday as the island grapples with a collapse of its energy sector amid spiraling relations with the US, according to the Cuban government. |
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05-15-26 leopardo
I had a too big position to increase it. Just made a few swaps vnz to pdvsa.
Anyway happy with today's prices and hoping for the best in the restructuring. |
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05-15-26 carib
| Merlino: same here.. lacked the courage to increase significantly risky section.. |
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05-15-26 victor
| CBS News Exclusive: The U.S. is taking steps to indict Raúl Castro, the 94-year-old former president of Cuba and brother of Fidel, in connection with the downing of planes 30 years ago, according to U.S. officials familiar with the matter. |
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05-14-26 Merlino
but lacked the courage.
.....................
Me lacked enough funds in the risky compartment
What about big shot Dany? Holding or sold out?
And what about TH5000? Somebody posted he was driving an Uber by suggestion of Alex...if I remember well and if it was not a joke
Until now it was better to hold and not to liquidate...my perception is it may be convenient to ride out fluctuations and wait for the restructuring outcome, as we have bought at low prices and accrued continues at a very good pace, even considering a haircut |
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05-14-26 carib
the issue is daily volumes.
If the total daily volume (VEN+PDVsa) is for example 20MM..
obviously a 50MM order moves the price big way.
But if total volume is 30MM, and one buys over 10 days, I guess prices will just be moved by news.
Actually, I really considered trying to buy 50MM nominal during sanctions, with prices in single digits, but lacked the courage. |
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05-14-26 carib
| Savo: I think 1MM currently on Finra means the old 1MM+ |
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05-14-26 savo
have you ever seen in finra a trade for more than 1MM?
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05-14-26 panasonic
| Carib, Manya needs to ask price live in such cases, so unless it is a real buyer we wouldn't know. |
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05-14-26 carib
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05-14-26 panasonic
Carib, me very small cookie, dont trade in Billions :-)))
But say buyer of 50MM face, can he find paper without bidding up? |
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05-14-26 carib
Panas: Obviously, if you bid for a billion now, you move the price.
Pity we did not buy a billion when it was trading at 2 cents.. |
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05-14-26 panasonic
Carib, probably seller in size is someone that accumulated in smaller lots after Maduro got extracted.
I find hard to imagine big holders willing to get out right now.
I could trim a small lot just to keep my investment at a size that does not exceed X% of my assets just for discipline, but how many bonds can a real buyer find without bidding up more aggressively. |
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05-14-26 carib
example from today's trading..
https://www.finra.org/finra-data/fixed-income/trade-history?cusip=P7807HAT2&bondType=CA |
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05-14-26 carib
| Panas: on the Finra site most recorded trades are 1MM+.. but we do not know how much +... |
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05-14-26 panasonic
| Sooo who calls the shots in Iran?? and remember, you read it here months in advance. |
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05-14-26 panasonic
| Carib, there is no buyer in size? conundrum. |
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05-14-26 carib
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05-14-26 panasonic
| Savo, absolutely! the only thing that matters in Vzla is Pdvsa, to me republic ranks below. |
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05-14-26 savo
in any case the gap pdv-rep is difficult to understand these days.
too large and in the wrong direction |
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05-14-26 savo
| but some kind of oil price/production warrant may be part of the offer |
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05-14-26 savo
| i do not think they will offer equity to bondholders.. pdvsa is a public company 100% and will remain so.. unless the evil psycho comes in and sells it to the masons. |
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05-14-26 savo
| pana.. veni would be delighted to replenish them to the full |
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05-14-26 panasonic
| Yep, USA re-building strategic reserves. |
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05-14-26 carib
| Leo: debt for equity would be a good path, if in good faith.. |
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05-14-26 savo
| Las exportaciones venezolanas de petróleo a Estados Unidos fueron de 588.000 barriles diarios (bpd) en la primera semana de mayo, la cifra más alta desde antes de que se impusieran las sanciones en 2019, de acuerdo con los datos preliminares de la Agencia de Información Energética (EIA, por sus siglas en inglés). |
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05-14-26 leopardo
It depends on what they give us in exchange Carib….
Pdvsa Stocks listed in NY? Fine with me… |
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