2Mon
I would take last night's ad hoc as positive, wouldn't you? Downside no more CF from the properties in 2024 and only 50% in 2025. But it looks as if you have fixed a large part of it if the court agrees next Tuesday.
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2Mon
@Tokugawa I'm a bit busy until next week and unfortunately can't post about it, but yesterday was the liberation blow. 2027 95% of the rents and MPW probably gets the opco sales from the steward hospitals. This is it. As of today, a short squeeze is also on the table
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11
•2Mon
@Monnie No stress. I'll let the position run for now and not touch anything else. I would prefer to move it to IB because I hardly ever look at the portfolio...but the admin work is annoying
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