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7	member 7/28/10 9:32PM RE: update? 6
I can't see any fundamental change to the thesis. As far as I can tell the company's cash at 6/30 should be under $75mm at the holdco. Seems to me like we must be getting view available tags
6	member 7/28/10 7:46AM update?
I'd love to hear your current thoughts here. Are you still short? Do you like the common short following the recent pop ($1.03 as I type). TIA MM view available tags
5	member 6/09/10 2:04PM RE: Ramifications 4
I think a holding company bankruptcy, especially a prepack, is irrelevent. Quick and surgical debt for equity swap. thoughts? view available tags
3	member 6/09/10 11:28AM RE: Boom 2
A 4.8 rating. Oh well. view available tags
1	member 6/03/10 1:54PM Quick update
Not that anyone seems to care given the mediocre rating this has achieved, but a careful reading of the OCI's response doc to the RMBS challenge on the Ambac Policy Holder's website reveals that the... login to read the rest view available tags