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Bullboard Post History

by DoubleIndemnity


T.YLO

RE: RE: Credit Facility Covenants

From the brief description of the Total Return Swap, I can't make out...

September 12, 2011

T.YLO

what is the downside for Yellow?

When I look at the Yellow financial numbers, I see a company that's worth...

September 12, 2011

T.YLO

RE: RE: what Yellow will / should do with their mo

As I've said before, I own both common and preferred B shares. I care...

September 11, 2011

T.YLO

what Yellow will / should do with their money

When Yellow sold Trader, they planned to use the money to buy back both debt...

September 11, 2011

T.YLO

Yellow's TSX listing

People have talked about Yellow being bumped to the Venture exchange if its...

September 10, 2011

T.YLO

RE: RE: RE: RE: RE: RE: RE: RE: RE: preferreds?

I have nothing against the common shares. (I own both common and B.) Your...

September 10, 2011

T.YLO

RE: RE: RE: RE: RE: RE: RE: preferreds?

Your theory is interesting, but it only applies to investors who bought A and...

September 9, 2011

T.YLO

Normal Course Issuer bid limits

See: http://www.tmx.com/en/pdf/Policy5-6.pdf (which applies to the Venture...

September 9, 2011

T.YLO

RE: RE: RE: RE: RE: border-guy: 800m 2013 debt

Commercial paper is very short term debt (1-270 days). Since Yellow debt is...

September 9, 2011

T.YLO

RE: pref A, B, conversion and value

We have two more possible reasons why Yellow might not convert: (1) it's...

September 9, 2011

T.YLO

RE: RE: RE: RE: RE: preferreds?

Why would anyone buy YLO.PR.A for MORE than 12.5 * the price of common? My...

September 9, 2011

T.YLO

RE: pref C, D conversion and value

C and D work like this: For the first 5 years, you get a fixed rate. Every 5...

September 9, 2011

T.YLO

liquidity and Yellow buybacks

When debt comes due, most companies can "roll it over" (issue new...

September 9, 2011

T.YLO

pref A, B, conversion and value

Preferred A and B can be converted in two ways:If the shares still exist on...

September 8, 2011

T.YLO

pref C, D conversion and value

Someone asked about the conversion option for C and D. At the conversion date...

September 8, 2011

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