Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (27448)	7/25/2007 11:58:08 AM
From: epicure	Respond to of 78751

Follow Cleartel to supra telecom- which is, apparently, where most of the revenues from what is left of Cleartel will come from. It's hard to figure that one out- but for a small starter investment, I'm willing to put a few chips on it. Or that's what I got after a little digging last night. If you find out anything interesting, please share.

To: Grommit who wrote (27448)	7/25/2007 12:05:39 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78751

I seem to remember that similar (?) investment companies were killed in the last crash (~2001) as the opportunities to sell their investments and to raise debt/capital evaporated almost overnight. It seems that MCGC and ACAS have survived for long time, but I wonder if the dividend payments are secure and how much they would be affected if they can't sell any of their investments and can't access capital/debt markets for let's say a year?

To: Grommit who wrote (27448)	7/25/2007 12:06:28 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78751

MCGC. Know only what was posted in the blog. Doesn't look good for that particular deal. Not so much that the deal went bad - but so quickly, so immediately, maybe (??) so substantially. Some deals do go bad, but implication, if I recall right, was that MCGC had several recent poor ones, and this particular one could have been avoided. Based on diversity of deals, I'll bet MCGC will get through this with no cut in div. I agree with you about ACAS though. Better history, and I'm more comfortable with it as well. Looking at HPT this am. Decided that for right now, I prefer FSP because if its lack of mortgage debt.