CNP 0.00% 4.0¢ cnpr group

first cut analysis, page-46

  1. 1,190 Posts.
    Buffett,

    Good to hear your fertilizer is going well.

    A summary of the CNP debt was given in the last round of disclosures at half year. It takes a bit of working through but we seem to have made headway. They also disclosed rates, etc. With the right assumptions, I reckon it would be possible to model the new debt rates and their impact to earnings. The curly bit here though is that they have numerous interest rate hedges in place, coupled with rate rises in Aus and drops in the US.

    Happy to make contact off-thread to go through this and any other thoughts you might have.

    Now, technology is not my strong point. Someone recently bought me an Apple pod-thing so I could listen to company year-end podcasts while I am walking round Swap Island. I have to get one of the crew to load them on for me or else I risk an hour of Celine Dion if I get it wrong. So in light of my technical retardation, you'll have to tell me what SS is. The only SS I know of used to walk around in grey uniforms being nasty to people during the last war.
 
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