FM3 firstmac mortgage funding trust no. 4 series 1-2020

Ann: General Security Agreement, page-543

  1. 2,484 Posts.
    lightbulb Created with Sketch. 1813
    It is a complete waste of time there.

    Yes, complete dumb c*s. Drone Hill isn't even going to form part of the MRE or final Resource, it is only going to be Ternera.




  2. 2,196 Posts.
    lightbulb Created with Sketch. 50
    True, but do most that do due diligence on a company look at one aspect of what they have or look at the overall picture.

    I think the SP is undervalued on Ternera alone but lots are looking at this as a "regional play" thus the sell down on average grades in DH, being misinterpreted maybe?

    Still holding, still see it as a good investment, disappointing day.
 
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