tag:blogger.com,1999:blog-6213354074634538714.post350829493594343147..comments2023-08-03T23:30:19.645+08:00Comments on (The) Boring Investor: The Type of Debts O&G Companies Have MattersLee Chin Waihttp://www.blogger.com/profile/10250390011842795509noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-6213354074634538714.post-54869177859633669162016-08-02T22:52:36.208+08:002016-08-02T22:52:36.208+08:00Hi Rolf,
Yes, the issuance of bonds by companies ...Hi Rolf,<br /><br />Yes, the issuance of bonds by companies is a recent trend that started only a few years back. So now we know why there are so many corporate bonds around.Lee Chin Waihttps://www.blogger.com/profile/10250390011842795509noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-17044495297279664202016-08-02T11:38:11.149+08:002016-08-02T11:38:11.149+08:00Hi CW,
Totally agree as I told my peers also. No...Hi CW, <br /><br />Totally agree as I told my peers also. Not bank loans but bonds! <br /><br />During GFC, Ezra was very hard hit and had margin call, however they survived and industry people know they are very thankful to the banks who supported them. Back then, all the bonds and preference shares are not so common. <br /><br />So many oil and gas companies managed to weather the GFC because of bank's and supplier's grace. <br /><br />But Bonds is totally different. By the way, all these O&G bosses I know focus on their business and are not so financially focus. So all the financial instruments were all introduced by the bankers in the first place! <br /><br />Rise due to bankers, fall also due to bankers! Rolf Sueyhttps://www.blogger.com/profile/10723925075715114650noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-63038318027630799602016-08-01T22:36:57.652+08:002016-08-01T22:36:57.652+08:00Yes, banks will be happy to support Swiber as it g...Yes, banks will be happy to support Swiber as it goes through JM.Lee Chin Waihttps://www.blogger.com/profile/10250390011842795509noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-68147903906039152182016-08-01T22:09:25.547+08:002016-08-01T22:09:25.547+08:00thanks for this article. extremely insightful and ...thanks for this article. extremely insightful and practical.lbshttps://www.blogger.com/profile/16425007771209608332noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-10725795451767393322016-08-01T06:18:14.026+08:002016-08-01T06:18:14.026+08:00Hope now with twisting from liquidation to JM, ban...Hope now with twisting from liquidation to JM, bank will be more compromise on the debt restructuring ,,,cheers STEhttps://www.blogger.com/profile/03171270652249099828noreply@blogger.com