shimself
Member of DD Central
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Post by shimself on Aug 25, 2017 13:02:46 GMT
This seems to be ticking over fine to me, a summer holiday delay but that's nothing special. Some properties have been sold, the LTV has improved to 49%, and yet there's 1.3M unsold. What am I missing?
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dandy
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Post by dandy on Aug 25, 2017 13:18:42 GMT
probably just QAA utilizing the new investment theory advanced by GeorgeT |
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lobster
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Post by lobster on Aug 25, 2017 13:22:36 GMT
Not sure to be honest. I have just returned from a weeks hols to find 1.3m available. I can assure you that the figure was a fat zero a week ago !!
Perhaps it was a response by a big-hitter to the latest update, but as you say it was hardly negative ? So the question has to be ...... is this a gift at 8.5% or is there something to be wary of ? Have to say that it looks pretty solid to me. If there is a problem lurking, I for one can't see it.
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ceejay
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Post by ceejay on Aug 25, 2017 17:35:51 GMT
Or is it just "sheep mode" at work?
Somebody heads for the door, who is followed by someone else, and before you know it there's a stampede. An interesting example of the dynamics of P2P.
Also the kind of event that makes me wonder whether the AC model - of all SM trades being at par - is the right one or not. Elsewhere, you'd presumably be seeing discounts on offer and a sub-par market rate appearing. Here, if you want to get out of this one, you have a very long wait as little dribs get taken up by the occasional contrarian.
I'm really not sure which way to lean on that question.
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registerme
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Post by registerme on Aug 25, 2017 17:39:01 GMT
Also the kind of event that makes me wonder whether the AC model - of all SM trades being at par - is the right one or not. ermm, it's not. You can offer discounts when selling loans on AC from your MLIA account.
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jonah
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Post by jonah on Aug 25, 2017 20:21:06 GMT
Read the Q&A. It states that they are GBBA sales and why the GBBA is selling.
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ceejay
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Post by ceejay on Aug 25, 2017 22:02:31 GMT
Also the kind of event that makes me wonder whether the AC model - of all SM trades being at par - is the right one or not. ermm, it's not. You can offer discounts when selling loans on AC from your MLIA account. Of course, silly me. However, the options for variable pricing are a bit half-arsed on AC, it seems.
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Post by elephantrosie on Aug 26, 2017 0:58:46 GMT
could it be due to the no capital repayment since late june news?
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