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Non-Tech
Convertible Bonds

An SI Board Since August 2002

Posts	SubjectMarks	Bans
83	22	0

Emcee: Rocky9	Type: Unmoderated

Introduction Compact

I would like to see the ideas of others about convertible bonds. Many of the companies in the the biotech and technology field issued bonds when the common stock was selling at much higher prices. Since the stock prices have fallen greatly, the converts have become "busted." The ones the I currently own include SEPR, SFE, and CPN. Please post information on others that interest you.

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Reply	Message Preview	From	Recs	Posted
83	ANAD - 52.125 24.14% (90.375 8.62%) <92.75 7.80%> CPN - 36.375 60.17% (94.	Rocky9	-	11/29/2003
82	Rocky thx !!! Stefaan	dalroi	-	10/12/2003
81	One year results: ANAD - 52.125 24.14% to 90.375 8.62% - 82.97% total return CP	Rocky9	-	10/11/2003
80	It has been awhile since I have posted. The prices of the bonds are almost all	Rocky9	-	9/20/2003
79	From Trimtabs, dated 6/30: "WHAT WILL DRIVE THE COMING BUST IN CONVERTIBLE	Rocky9	-	7/21/2003
78	First time for arbitrage. New bond too. RBAK. I bought the bond today (I paid	Rocky9	-	7/14/2003
77	The increases continue over the last 6 weeks. The SEPR '05 has been calle	Rocky9	-	7/12/2003
76	From today's WSJ (it looks like more of the ones that I have been following	Rocky9	-	6/27/2003
75	I am probably going to change my focus on these bonds. Instead of looking for &	Rocky9	-	6/7/2003
74	Rocky and David. Thanks very much to the both of you for the prompt and detailed	Alex	-	6/7/2003
73	"at what price, in general, would it be reasonable to expect the holders of	Rocky9	-	6/7/2003
72	<i>>>How common is it for the holders of these debentures to short t	David Lawrence	-	6/7/2003
71	Question. If a company issues convertible debentures, at say a conversion price	Alex	-	6/7/2003
70	I gather you won't take the shares. :) :) :) Anyway, nice trade, with an ev	Londo	-	6/3/2003
69	"Do you think you can get par for the SEPR debt at maturity?" Well, i	Rocky9	-	6/3/2003
68	Do you think you can get par for the SEPR debt at maturity? Considering the sm	Londo	-	6/1/2003
67	My experience with pricing of these bonds has been terrible. There are so few a	Rocky9	-	6/1/2003
66	Yes they are, but under a cusip that differs by one letter from the original iss	tom pope	-	5/31/2003
65	More increases in prices. CPN was down a little, and ICGE stayed at 40, and the	Rocky9	-	5/30/2003
64	As to VPHM, I don't know if they are sold in the US - my guess is that they	Rocky9	-	5/30/2003
63	I notice that the VPHM cv is issued under 144A. Does that mean no sales in the U	tom pope	-	5/11/2003
62	<i>I guess that I don't know what I will do with the money.</i>	tom pope	-	5/10/2003
61	The price increases continue. Over the last 4 weeks almost everything is higher	Rocky9	-	5/10/2003
60	I have been losing a little interest in these bonds. Most are way up. I think	Rocky9	-	4/13/2003
59	The latest prices (in the same format as 3 sets of numbers representing the firs	Rocky9	-	3/1/2003

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