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Nicholas Marshi  

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  • Nicholas Marshi
    $MCGC + $PFLT: Concluding. No v surprising info. Really buying cash. No people ? Analysts seemed to be warm to deal.
    Apr 29, 11:38 AM
    Reply (2)
    • Investor RockieK: Are you posting an instablog here??? Why not one stock talk w/ follow-ons using the reply underneath. Easier to read. No once can follow
      Apr 29, 11:46 AM
    • Investor RockieK: disjointed ST posts .......
      Apr 29, 11:46 AM
      • Nicholas Marshi
        $MCGC + $PFLT: Q: Thinking of JVs ? A: Never say never, but "examining all options".
        Apr 29, 11:37 AM
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          • Nicholas Marshi
            $MCGC + $PFLT: Q: Any impact on NAV besides stated costs. A: Not really, Neu suggests. Little chance of NAV erosion going forward ?
            Apr 29, 11:36 AM
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              • Nicholas Marshi
                $MCGC + $PFLT: PFLT will takeover the litigation MCGC is involved in after close of sale. MCGC is suing ex-customer.
                Apr 29, 11:35 AM
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                  • Nicholas Marshi
                    $MCGC + $PFLT: Sales process by Morgan Stanley discussed in very broad terms. Chairman Neu unwilling to give any details.
                    Apr 29, 11:34 AM
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                      • Nicholas Marshi
                        $MCGC + $PFLT: 3 or 4 loans are marked at par. Sub Loan seems to be marked down.
                        Apr 29, 11:33 AM
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                          • Nicholas Marshi
                            $MCGC + $PFLT: Management suggesting again 4 loans might get refied because performing.
                            Apr 29, 11:32 AM
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                              • Nicholas Marshi
                                $MCGC + $PFLT: Q: PFLT to maintain dividend ? A: Yes. Has spill-over income.
                                Apr 29, 11:31 AM
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                                  • Nicholas Marshi
                                    $MCGC + $PFLT: Richard Neu and O'Keefe joining PFLT Board.
                                    Apr 29, 11:31 AM
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                                      • Nicholas Marshi
                                        $MCGC + $PFLT: Richard Neu and O'Keefe joining PFLT Board.
                                        Apr 29, 11:31 AM
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                                          • Nicholas Marshi
                                            $MCGC + $PFLT: Q from Analyst: "Park cash in liquid assets" till deployed ? A: Maybe. Otherwise invested over time.
                                            Apr 29, 11:29 AM
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                                              • Nicholas Marshi
                                                $MCGC + $PFLT: Of 4 remaining loans: 3 are first lien, and 1 Subordinated loan.
                                                Apr 29, 11:28 AM
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                                                  • Nicholas Marshi
                                                    $MCGC + $PFLT: CC: MCGC has NOLs but not clear if way to use. No value.
                                                    Apr 29, 11:26 AM
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                                                      • Nicholas Marshi
                                                        $MCGC + $PFLT: This deal will double the size of PFLT but still sub half a billion dollars.
                                                        Apr 29, 11:24 AM
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                                                          • Nicholas Marshi
                                                            $MCGC LIVecast: PFLT being cagey about hiring any of the 5 remaining professionals at MCGC.
                                                            Apr 29, 11:23 AM
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                                                              • Nicholas Marshi
                                                                $MCGC: Possibility the remaining 4 companies being sold may refi even before acquisition. Deal would then be for cash.
                                                                Apr 29, 11:20 AM
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                                                                  • Nicholas Marshi
                                                                    $MCGC up "only" 8.5% to $4.45. Still below $4.75 offer price.
                                                                    Apr 29, 11:20 AM
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                                                                      • Nicholas Marshi
                                                                        $MCGC and $PFLT making case for merger/acquisition right now
                                                                        Apr 29, 11:19 AM
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                                                                          • Nicholas Marshi
                                                                            $TAXI. BDC Reporter post about stock buy-back program and impact on price.http://rbl.ms/1ymkMbb
                                                                            12/5/14
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                                                                              • Nicholas Marshi
                                                                                $HCAP Bought 2,000 at $12.1 in our BDC Fund II and 842 in Monthly Income Fund. See Instablog for background.
                                                                                11/13/14
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