they have not given us the interest income figure for the individual holdings, nor the credit rating, nor their trading price. What is the rating of the overall portfolio? if it is A grade why cant they refinance at lower interest rates? exactly which notes are being repaid at when and how long to pay off the debt ??? what is the interest rate differential between income and outgoings? what are the other fees and charges ? have a look at AFPHA, GINHA reports which are far more detailed and allow the investor a much better opportunity of appraisal. the devil is in the detail here, too much guess work for me.
MXQ Price at posting:
11.5¢ Sentiment: None Disclosure: Held