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Post by dutchman on Mar 12, 2021 8:31:40 GMT
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Post by dutchman on Mar 12, 2021 8:43:45 GMT
with again many thanks, data from explorep2p.com/mintos-lender-ratings/they write: ... Mogo has also announced that they are hoping to obtain an equity injection from new investors. That’s a good idea, because the company currently feels a little over-leveraged right now.
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Post by dutchman on Mar 12, 2021 8:49:52 GMT
and one more if we sort them by leverage, yellow marked is mogo
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Post by jmn on Mar 13, 2021 10:21:09 GMT
Thanks for the deep analysis. I predicted this would happen, refinancing more Bonds with still more Bonds, with no real good forecast, and dropped all mine with a benefit on time. While it was not the optimal timing (I sold @90 in 2020 and it went higher then) I'm happy not to have any exposure. The current yield of ~11% YTM, both from the old and new bonds, is very low compared to the risk you highlight.
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