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'I Still will keep some convertible notes'

It's funny how the market gets things right and people who try and work out the fundamentals don't!

Just sticking to the outlook for the notes, I wonder if we're going to be asked to defer repayment next year?

I actually think that note holders would do better in a liquidation, except that it's so difficult to figure out what the assets will fetch IF they can be sold for a reasonable price.

I'm afraid I agree with those who've said that there are better opportunities elsewhere.

BEC has been a great disappointment. I wonder what Max Beck thinks of it all.