09-01-26 leopardo
No but negotiation should start before…
Hopefully |
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09-01-26 carib
| Leo: I do not think there will be an offer before mid-terms.. |
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09-01-26 carib
| Trump posted videos on social media that depicted explosions at Iran’s Kharg Island, though the videos appeared to have been created by artificial intelligence. |
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09-01-26 leopardo
I don’t think They want to screw us banks/us funds before
Midterms |
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09-01-26 carib
My impression is the US wants to prepare for a forced restructuring, by making life of potential holdouts most uncertain and thus uncomfortable.
No clue, at present about likely terms.
Buying Veny bonds at 10 cents, in retrospect, was a great idea. Buying them at 50 cents, maybe, or maybe not. |
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09-01-26 savo
difficult to understand what is going on....
debt ballooned because veni was unable to produce normally, export normally, get paid normally and service its debt normally because of sanctions.
That was a US move.
The same US wants now to screw bondholders? |
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09-01-26 leopardo
A fair offer MUST follow.
Many of these bonds are held by Us Banks\\Funds SOOO Trump is not in a position to screw bondholders... |
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09-01-26 carib
they are putting in place some anti-holdouts mechanisms.
will a scalping or a fair offer follow? |
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09-01-26 leopardo
I see the Us Vnz deal as a prerequisite of debt restructuring.
If they want to give bondholders warrants tied to Oil Production they must make oil production increase trough time with certainty and this is exactly what this deal does. |
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09-01-26 spal
| The little gas company that could ... |
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09-01-26 spal
| Alvopetro’s 86% operating netback margin (yielding $59.08/boe on a $68.72/boe realized price in Q2 2026) places it in the absolute upper echelon of global E&P operators. |
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09-01-26 spal
If Alvopetro’s GSA were linked to Henry Hub, their realized gas price would hover around $2.50 to $3.50/Mcf. Under their Brent-indexed contract (at current Brent levels near $85–$90/bbl), Alvopetro realizes $11.70/Mcf (+7% after the August 1 reset)—delivering their industry-leading 86% operating netback margin.
Nice. |
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08-31-26 savo
“We’re going to hit them hard.”
stupid crook |
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08-31-26 spal
ALVOF
ALVOPETRO ENERGY LTD
Upwardly ratcheting - gas is priced off a Brent index ... not sure who's bright idea that was, but I approve.
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08-31-26 carib
| “There will be a response” to Iran’s retaliatory attack, Trump told Fox News. “We’re going to hit them hard.” |
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08-31-26 spal
BHRpD
BRAEMAR HOTELS & RES 8.25% PFD Callable
Added at current levels. |
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08-31-26 carib
| Veny bond prices retracing part of early gains.. |
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08-31-26 pillz
Venezuela
https://www.bloomberg.com/latest/us-attacks-on-venezuela |
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08-31-26 leopardo
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08-31-26 leopardo
I meant that prices will reaction smoothly to this deal
They will increase trough time |
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08-31-26 savo
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08-31-26 carib
| Leo: what happens next friday? |
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08-31-26 leopardo
Too early to judge…We have to wait at least
Until friday afternoon.AT LEAST |
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08-31-26 carib
| Veny bonds up a couple of points. |
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08-31-26 panasonic
"U.S. Precision Strike Neutralizes IRGC Coastal Missile Launchers on Larak Island"
Want asymmetric war, IGRC got some...
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08-31-26 panasonic
DT reading colores?
“One of the things I am going to do with the Venezuelan Oil is fill up the Strategic National Reserves,” Trump wrote on Truth Social.
https://thehill.com/homenews/administration/6059809-trump-venezuela-spr-deal/
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