The one that got away
Due you know the maturity of the debt facilities ? If they need to renew, the credit spread might be quite substantial.
most are a bank loan due in 2027, with a lot at variable rate so the hit on finance cost is already taken. 50 million of bonds are due under 1 year.
average cost is already >6%
What a crazy is Mr Market, Is this falling justified? 15,20 € per share is incredible.
I dont think so, I could be wrong, but again, nobody challenged any of my points, which I would welcome. I just had people saying "I think they need to sell assets" but when I ask to demonstrate.. it's silence!
Due you know the maturity of the debt facilities ? If they need to renew, the credit spread might be quite substantial.
most are a bank loan due in 2027, with a lot at variable rate so the hit on finance cost is already taken. 50 million of bonds are due under 1 year.
average cost is already >6%
What a crazy is Mr Market, Is this falling justified? 15,20 € per share is incredible.
I dont think so, I could be wrong, but again, nobody challenged any of my points, which I would welcome. I just had people saying "I think they need to sell assets" but when I ask to demonstrate.. it's silence!