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Yellow Media Inc T.YLO



TSX:YLO - Post by User

Bullboard Posts
Comment by onerealityon Aug 02, 2012 9:27am
162 Views
Post# 20176406

RE: RE: RE: RE: RE: RE: The battle is on - Lenders

RE: RE: RE: RE: RE: RE: The battle is on - Lenders

 

"Onereality, your thoughts on that please.

Mine. Unfortunately, I think this game will go on for some time."

 

It can go on for a little while but don't forget that the Deb's are legally entitled to their interest payment of $3.25 on Oct 1 or the can legally call the loan which would throw a major monkey wrench into everything, and it can not go on more than 5 months without at least doing the preferred conversion...Remember your timeline.

 

In previous discussions long before this was ever tabled I did agree that CBCA was a possible first step but trying to please everyone and everyone having a vote makes it near impossible. The debtholders know that under CCAA they are entitled to full payment so why would they freely let the shareholders have 12% of the company?

 

I am guessing CCAA where the banks receive all the cash on the table and some shares, the bondholders receive pure shares but more of them to the tune of a greater total market value then they presently have and the Deb's mop up the remaining shares...Possibly to the tune of 5% of company. 

Bullboard Posts