Let's see if more specifics are announced (which is a big if)....

Let's see if more specifics are announced (which is a big if). But note the assets Balbec acquired were proven repayment arrangement accounts, which in fact are portfolios which improve over time (as default rates decrease with tenure), as apposed to pure defaulted accounts which lose value over time if debt acknowledgement/servicing status not restored. A client lost, but OK let's see the value of the compensation received.