is anyone thinking about what might occur if interest rates move up,the majors and perhaps the usa are discussing int. rate hike,combined with the largely unknown domestic impact of high fuel prices driven presumably by demand and speculation of same.
the satellites are the key to income for bnb, with such substantial leverage,combined with downward valuations on assets surely would create an unsustainable model,ultimately dramatically impacting earnings and nta.
charts wont help with this,nor will historic fundamentals
eg.1% hike on 5% is 20% margin ,0.1% is 10% margin,would this impact the asset valuation by eroding equity if there were any at the beginning.
will management fee be reduced
any thoughts if total debt for group including satellites
is 50bill then income might look ,well poor to say the least
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