SMALL VOLUME TODAY
This can only be good news, no forced sellers ?
If they are not forced to unwind any positions prematurely they will recoup their mark to marked losses in a dream scenario. And as they wont write any more business it will have to be returned to SH , in the meantime wait for divs.
I dont feel too negative about Centro position as they do have security over the asset even if they fold. The Mobius position I just dont know enough about, what is the strenght of that security?
AXQ
allco max securities and mortgage trust
