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Tom Armistead is a
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I think the risk to reward is very good here, the stock has traded as low as 1.05 and over time, if actual losses do not exceed what mark to market implies, it should increase to 15 or 16. Maybe 10% chance it could go to zero, 90% chance it gets up to the 15 or 16.
Jul 09 19:18 pm
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All Comments by Tom Armistead »Ambac’s CDO Woes [View article]
Recent announcements about buying back 50 million of stock and/or contributing 850 million to the Connie Lee subsidiary to start writing municipal business at a triple A rating are encouraging, also the discussions with the Wisconsin Insurance Dept. about making the insurance company assets available to prevent liquidity issues in assset management seems like it might reduce that risk.
It was disappointing that their buyback plans are conditioned upon the completion of the equity offering. I take it that some of the shares offered at 6.75 were not resold and are still with the underwriters. Otherwise, even a small amount of buybacks would create substantial value for shareholders at today's prices.