RE: YPG's Debt Breakdown Thanks Diamond.
The only Correction is that in 2012 they have about 75 left. They already paid the 25 mil on Jan 1st.
Also the 2013 debt are trading on 60 cent on a doller. Therefore they don't have to pay the full amount. I would think the 2013 debt are less than 300 mil after discount.
THE Key information we need on Feb 9 is, how much cash does the company has on the balance sheet. If they pay the banks ASAP, they are free to start buying the MTN at discount. I expect they cash position to be more than 100 mill with cash from Lespac sell and Q4 profit. So the Key is Cash.