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Message: Re: NEWS - Bell Strategic Plan

AGORACOM
Dec 04, 2008 08:50AM
1
Dec 04, 2008 10:53AM

Jim, what makes you so confident re:Mexico/La Balsa?

Can you elaborate on your thought process on why Macquarie wouldn't demand the principle? My thinking is that they've got BCU by the balls basically so why wouldn't they keep "sharking" off the 2% interest piling up per month (a little cash cow moving target)

Thoughts?











Dec 08, 2008 05:21AM
1
Sas
Dec 08, 2008 11:32AM

vdf
Dec 09, 2008 05:40AM

Dec 09, 2008 10:42AM

Sas
Dec 10, 2008 05:58AM

vdf
Dec 10, 2008 12:11PM

Dec 11, 2008 06:40AM
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