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Bullboard - Stock Discussion Forum Concordia Healthcare Corp. T.CXR.R

TSX:CXR.R - Post Discussion

Concordia Healthcare Corp. > The Company Doesn't Care About Your Equity
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Post by Shortingtozero2 on Nov 08, 2016 1:58pm

The Company Doesn't Care About Your Equity

Suggestion to convert debt to equity is laughable when the bondholders don't even think they will get paid.

Financial Post Today:   "Bonds of the junk-rated company lost about $184 million Monday, in their biggest one-day decline"  

Investors of the new issue has already fallen to 86.75 cents from par.

Down she goes.
Comment by rad10 on Nov 08, 2016 3:58pm
Debt restructuring seemed to work out for yellow media - I would argue the prospects for generic drugs are somewhat brighter than telephone directories.................... Congratulations on the short STZ2 - time to ease up on the BS
Comment by CookieMonster on Nov 08, 2016 4:10pm
It happened to Nortel!
Comment by Shortingtozero2 on Nov 08, 2016 4:10pm
LOL. There is indeed BS on the board. but not from me (yellor phone books? What are they?) Here is the article from my quote, no BS on my part and buy the bonds if you think they are a great opportunity. Don't let me stop you! Still long on Valeant? Funny that a doctor such as yourself woundn't be tuned in to the prescription databases.. https://business.financialpost.com/news ...more  
Comment by rad10 on Nov 08, 2016 4:17pm
I already read it - there is no mention of capital restructuring but it will occur at some stage.  Time to get high up the food chain on the capital structure and get paid to wait!. Fixed income probably isnt your thing..................
Comment by Shortingtozero2 on Nov 08, 2016 4:27pm
WHOOOOOOAAA   Look at the Bonds tanking  You can get paid 30% on the paper now!!!!  LMFAO!!!! 
Comment by Shortingtozero2 on Nov 08, 2016 4:34pm
I am not sure why you are accusing me of BS. By the bonds then if you are so confident.  31% yield now if you think they will survive.  I don't.
Comment by Shortingtozero2 on Nov 08, 2016 4:42pm
Investing in Bankrupt Companies isn't my thing.
Comment by Shortingtozero2 on Nov 08, 2016 5:15pm
You think unsecured notes is high up on the food chain.  The only restructuring will be Chapter 11 Insolvency and the banks are higher up than you.  Good luck.  Equity was worth nothing a long long time ago.  Now it looks like the bonds might be as well.
Comment by rad10 on Nov 08, 2016 6:53pm
LOL 4 responses to the same post - popcorn brain millennial Not long valeant,  very comfortable with current position in the capital structure of CXR.  Envisage either a tax inversion or a capital restructuring before bankruptcy - but time will tell.  assets around 3 billion as I recall.
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