DH @DaeHyJ

Joined December 2013

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DH @DaeHyJ

2 days ago

Again, I wish longs the best and maybe I'll join later, but just remember that a gov. is fine losing money cause it's not their money, but a bank won't because whoever approved that credit line will lose their head. Sadly there's more accountability in a bank than the government

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DH @DaeHyJ

2 days ago

$BAK bonds rallying doesn't mean that it won't go bankrupt or a deal is good for equity It might, but as stupid as it sounds, it just means that creditors see a higher chance of getting paid Whether than payment is asset seizure after 60 days or equity no one knows

DH @DaeHyJ

3 months ago

Seeing as braskem can’t get its shit together in one of the most supportive environments should be a red flag $bak will probably survive given Brazil will consider it a national security issue, but minority shareholders will probably get shafted That aside, this market rally

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DH @DaeHyJ

2 days ago

@Alpha_Ex_LLC Fuckers need to find out the classic percentage lesson -60% = +150%

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DH @DaeHyJ

3 days ago

@calvinfroedge Paper money has had the effect in your state that it will ever have, to ruin commerce, oppress the honest, and open the door to every species of fraud and injustice. - GW

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DH @DaeHyJ

3 days ago

@DCommittee28163 If you're the bank you're accepting this? If the petrochem cycle is going up, I want equity If their assets are worth more than my debt, I'm forcing involuntary bankruptcy and seizing them You think Elliot entered this mess to get a 100% PIK for 2 yrs and -2% in their bond?

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DH @DaeHyJ

3 days ago

IG4 being retarded when they have a gun to their head No wonder creditors don't agree because it seems like $BAK doesn't understand what a "letter of credit" even means apparently Also PBR shouldn't have commented on "no further funding" in the first place

🏴‍☠️ @calvinfroedge

3 days ago

$BAK restructuring proposal

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DH @DaeHyJ

4 days ago

@planert41 @xenophons181313 yeah the red/white one pmc.ncbi.nlm.nih.gov/articles/PMC77…

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DH @DaeHyJ

4 days ago

@planert41 @xenophons181313 try the a2 worked for us

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DH @DaeHyJ

6 days ago

@hodophiliac @LimitedHangOut1 @paulmatleo Most bankruptcies are a cash flow issue Agree on selling assets to raise cash, and that's why E/SVP buying at such short notice raises red flags They are not here to get payments on their bonds; they are here to get a piece of the pie for cheap I'm excited how this plays out

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DH @DaeHyJ

6 days ago

@Fa_us_to @NStepmum @LimitedHangOut1 @hodophiliac @paulmatleo Front end tanking while back end has already tanked? If I didn't know it were BAK, I would simply say, "People thought there was a risk for the company long term, but now there's a short term risk too." Tbh idk, we'll see how it plays out

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DH @DaeHyJ

6 days ago

@NStepmum @Fa_us_to @LimitedHangOut1 @hodophiliac @paulmatleo Elliot/SVP buying debt ~15 biz days before it's due Earliest are 10Jul/27.74M, 12Jul/36.13M Idk what bonds they bought, but you dont buy like this just to restructure debt/make a co. sell assets it's either - Better deal for creditors (bad for bak) - Dilution (bad for bak bags)

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DH @DaeHyJ

6 days ago

@hodophiliac @LimitedHangOut1 @paulmatleo Why sell shit when owning that shit can make you more money? BAK debt to asset is 0.89? Liquidating will probably barely break even; it wouldn't make sense Either they bought more than 30% and will fuck the banks and negotiate with PBR/IG4 or PBR/IG4 dilution incoming

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DH @DaeHyJ

6 days ago

@NStepmum @Fa_us_to @LimitedHangOut1 @hodophiliac @paulmatleo I give it 10% chance This is no longer an equity issue it's a bond issue

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DH @DaeHyJ

6 days ago

@Fa_us_to @LimitedHangOut1 @hodophiliac @paulmatleo You're assuming they only want par Idk exactly the bond subordination for the revolving debt but man, PBR IG4 better play ball with banks or they're getting diluted; either way minority shareholders about to get their shafted

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DH @DaeHyJ

6 days ago

@LimitedHangOut1 @hodophiliac @paulmatleo How so? Elliot/SVP will be a pain in the ass depending how much debt they have I just have this weird feeling that they bought the july debt for $BAK and will push for debt for equity Makes no sense otherwise; question is will PBR allow dilution? This is going to a fucking mess

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DH @DaeHyJ

6 days ago

@planert41 Yeah basically the Four Seasons Hotel comparison between NY / Beijing Value is what you get

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DH @DaeHyJ

2 weeks ago

$OBE looking wicked smart with that hedge

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DH @DaeHyJ

2 weeks ago

@arctotherium42 Kind of sad this hits home Young Americans have nothing left to fight for, which leads to inventing useless things to fight for, blowing things out of proportion, or straight up playboy/looksmax

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DH @DaeHyJ

2 weeks ago

@TylerHardt oh boy not again

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DH @DaeHyJ

2 weeks ago

@Lipsman Like just the way CA vs US presents their arguments is so different US: Cite X vs Y case, for reasons 1/2/3 it applies to this, and even if it didn't we can do Z because A/B/C CA: You would deprive us of our state rights (but which rights? asks the US)

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DH @DaeHyJ

3 weeks ago

Read the 94 pages for $soc US: cites supreme court rulings, intrastate reasoning, US not party to consent decree CA: Muh oil price not high enough / Consent Decree states OSFM only Also PAP asking the judge to "please just let me die in peace" Dorsi fighting the court