RE:RE:Morning Star December Institution Holding ReportWow, youre more aggressive than me when it comes to dividend cut , considering the deteriation of debt position year over year (2022 ST and LT 31.9 B4, 2023 36.1 B$ 2024 40.1 B$ ) in 2025 they have 7.5B$ due sometime this year.They lost thier investment grade rating at Moody's in 2024 so renegotiation of 7.5B$ wont be pretty, it represents 19% of thier total debt outstanding .
If your right about the 60% reduction may result in a might bigger stock price drop of $5. Im not even totally convinced the 50% is baked in yet.