Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Founder & CEO Bond Angle, LLC

Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

High yield market investment research

Credit

<ul>
<li>Elon Musk sold billions more of Tesla near 2-yr lows, signaling he &amp; Twitter need serious cash NOW. </li>
<li>His banks know why—they hold Elon's margin loans and they get Twitter's financial info every month.</li>
<li>And the banks want Elon to buy back from them Twitter's riskiest LBO debt, which they can't sell because of how fast he is destroying Twitter's business and prospects.</li>
</ul>


Elon Musk sold billions more of Tesla near 2-yr lows, signaling he &amp; Twitter need serious cash NOW. 
His banks know why—they hold Elon's margin loans and they get Twitter's financial info every month.
And the banks want Elon to buy back from them Twitter's riskiest LBO debt, which they can't sell because of how fast he is destroying Twitter's business and prospects.


Elon Sold More Falling Tesla Stock. Margin Calls? Twitter Failing? Bank Demands? Likely All Three.

<ul>
<li>Twitter’s banks are stuck with 30% of total US LBO debt unsold debt.</li>
<li>The banks already had lost more than $500 million on Twitter's LBO debt even before the deal closed. They could sell it even at 50-60 cents on the dollar.</li>
<li>The trouble with Elon aggressively blowing up Twitter is that it's banks probably won't take his calls when Twitter needs more cash—which it probably will in the near future.</li>
</ul>


Twitter’s banks are stuck with 30% of total US LBO debt unsold debt.
The banks already had lost more than $500 million on Twitter's LBO debt even before the deal closed. They could sell it even at 50-60 cents on the dollar.
The trouble with Elon aggressively blowing up Twitter is that it's banks probably won't take his calls when Twitter needs more cash—which it probably will in the near future.


Twitter's Banks Are Stuck With Largest Chunk Of Unsold LBO Debt

Concise Playbook for the Week, Global Markets Playbook

Kevin George

Concise Playbook for the Week

Global Markets Playbook

I am an active trader in stocks, FX and commodities with over 15 years' market experience. I hold a master's degree in finance and have developed a strong skill base in technical analysis. 

Alongside technical setups I will provide earnings analysis, company valuation analysis and macroeconomic studies for the key market releases.

Equity Bottom-Up

<ul>
<li>Polygon added to Disney Accelerator program. Fashion and payments companies add to the recent partnerships.</li>
<li>Polygon also added to the recently partnerships with Instagram NFTs.</li>
<li>In a recent <a href="https://seekingalpha.com/article/4549791-meta-platforms-vs-disney-buy-dis-for-metaverse" target="_blank" rel="noopener">article</a>, I advised buying Disney for eventual growth in the metaverse. Polygon (<a href="https://www.smartkarma.com/search?q=MATIC-USD" target="_blank" rel="noopener">MATIC-USD</a>) is a crypto project that has been making waves with a series of big-name corporate partnerships, including Disney.</li>
</ul>


Polygon added to Disney Accelerator program. Fashion and payments companies add to the recent partnerships.
Polygon also added to the recently partnerships with Instagram NFTs.
In a recent article, I advised buying Disney for eventual growth in the metaverse. Polygon (MATIC-USD) is a crypto project that has been making waves with a series of big-name corporate partnerships, including Disney.


Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

<ul><li>The SET Index is expected to move sideways, with the resistance at 1,631/1,649 points and the support at 1,612 points (200-day EMA)/1,607 points (50-day EMA).</li><li>We recommend trading buy on CENTEL, THCOM and AP.</li><li>Today's momentum is slightly positive due to the possibility of a weaker USD if the Democrats lose the midterm election in the US.</li></ul>

The SET Index is expected to move sideways, with the resistance at 1,631/1,649 points and the support at 1,612 points (200-day EMA)/1,607 points (50-day EMA).We recommend trading buy on CENTEL, THCOM and AP.Today's momentum is slightly positive due to the possibility of a weaker USD if the Democrats lose the midterm election in the US.

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>There is potentially a premium of about 20-25% being assessed for the possibility of a deal for <a href="https://www.smartkarma.com/entities/toshiba-corp" target="_blank" data-smartkarma-citation="entities:637:1" rel="noopener">Toshiba Corp (6502 JP)</a>, but there is also fundamental risk beyond this.</li>
<li>
<a href="https://www.smartkarma.com/entities/perpetual-ltd" target="_blank" data-smartkarma-citation="entities:599:1" rel="noopener">Perpetual Ltd (PPT AU)</a> rejects EQT/BPEA/Regal's Offer, a proposal that is contingent on PPT ceasing its Scheme with <a href="https://www.smartkarma.com/entities/pendal-group-ltd" target="_blank" data-smartkarma-citation="entities:15795:1" rel="noopener">Pendal Group (PDL AU)</a> </li>
<li>
<a href="https://www.smartkarma.com/entities/news-corp" target="_blank" data-smartkarma-citation="entities:26926:1" rel="noopener">News Corp (NWS AU)</a> is trading rich. The net EV/EBITDA for the stub ops trades closely matches to <a href="https://www.smartkarma.com/entities/fox-corporation" target="_blank" data-smartkarma-citation="entities:36135:1" rel="noopener">Fox (FOXA US)</a>. And Fox is preferable over NWS' print media business. </li>
</ul>


There is potentially a premium of about 20-25% being assessed for the possibility of a deal for Toshiba Corp (6502 JP), but there is also fundamental risk beyond this.

Perpetual Ltd (PPT AU) rejects EQT/BPEA/Regal's Offer, a proposal that is contingent on PPT ceasing its Scheme with Pendal Group (PDL AU) 

News Corp (NWS AU) is trading rich. The net EV/EBITDA for the stub ops trades closely matches to Fox (FOXA US). And Fox is preferable over NWS' print media business. 


Last Week in Event SPACE: Toshiba, Perpetual/Pendal, News Corp/Fox Corp

United States

Twitter, Inc. provides online social networking and microblogging service. The Company offers users the ability to follow other users activity, read, and post tweets. Twitter serves customers worldwide.

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Twitter Inc (TWTR US)

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Elon sold billions more of Tesla near 2-yr lows, signaling he & Twitter need serious cash NOW. His banks know why & they want Elon to buy back from...

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Krungthai XSpring

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Elon Sold More Falling Tesla Stock. Margin Calls? Twitter Failing? Bank Demands? Likely All Three.

Elon sold billions more of Tesla near 2-yr lows, signaling he & Twitter need serious cash NOW. His banks know why & they want Elon to buy back from...

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Twitter's banks *really* want to unload its $13B LBO debt set up before int rates spiked to multi-yr highs, and *still* can't sell it at 50-60...

Vicki Bryan

Buy Polygon For Big-Brand Crypto Scaling

Polygon added to Disney Accelerator program. Fashion and payments companies add to the recent partnerships. Polygon also added to the recently...

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The SET Index is expected to move sideways, with the resistance at 1,631/1,649 points and the support at 1,612 points (200-day EMA)/1,607 points...

Krungthai XSpring

Last Week in Event SPACE: Toshiba, Perpetual/Pendal, News Corp/Fox Corp

The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...

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Twitter's banks really want to unload its $13B LBO debt set up before int rates spiked to multi-yr highs, and still can't sell it at 50-60...