Closing GTXAP and MVC
Thanks for this. Re: 111, is there any risk re balance sheet? I see this mezzanine debt line and the special sits guy writes on Seeking Alpha: "the company seems highly unlikely to be able to fund the redemptions if a STAR listing is not completed".
Life would ve been much simpler if you'd picked kaspi last year over pagseguro
(I did .20% of portfolio. Just bragging...lol.i really respect your work)
We enjoy getting your thoughts and investment write-ups. Keep it up!
Here’s our take on GTXAP.
https://specialsituationinvesting.substack.com/p/garrett-motion-accelerates-to-the#details
Updates on PAGS, YI, SBSAA
Thanks for this. Re: 111, is there any risk re balance sheet? I see this mezzanine debt line and the special sits guy writes on Seeking Alpha: "the company seems highly unlikely to be able to fund the redemptions if a STAR listing is not completed".
Life would ve been much simpler if you'd picked kaspi last year over pagseguro
(I did .20% of portfolio. Just bragging...lol.i really respect your work)
We enjoy getting your thoughts and investment write-ups. Keep it up!
Here’s our take on GTXAP.
https://specialsituationinvesting.substack.com/p/garrett-motion-accelerates-to-the#details