Post by
mjh9413 on Apr 25, 2024 4:24pm
Quality of lending
Any thoughts on who the borrowers really are and their future ability to pay while burdened with 13% or so interest rates. The example of loss from the prior one I posted on and just looking at the prospects for the likse of REVV for instance, make me wonder. My opinion. Anyone else.
Comment by
mjh9413 on May 30, 2024 12:19pm
I have to look at the REVV results in detaail but first blush makes me echo the thoughts in my first post on the quality of lending, especially to companies with lowr progress and unproven assets plus the burden of high cost borrowing. If the borrower can't grow sufficiently. well....
Comment by
Ciao on Jul 11, 2024 3:50pm
Better plays out there than this...