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To: sixty2nds who wrote (72)9/27/2025 2:52:37 PM
From: Sean Collett  Read Replies (1) | Respond to of 83
 
Hi 60, I shared links to both documents in my post you replied to.

Any thoughts? See some folks trying to positively spin this but this feeds my bankruptcy analysis.

FWIW I sold my QVCD holding after clipping the coupon, if they file I would expect bonds to gap down. If they prepack reentry is likely tight and I may miss the boat but I got some gains so im content either way. If they gap then I will jump back in.

-Sean