EFTA01018031.pdf

From: J <jeevacation®gmail.com> To: Paul Barrett Cc: Richard Kahn Subject: Re: LSC Bonds Date: Thu, 01 Nov 2018 11:12:35 +0000 Attachments: image002.jpg Inline-Images: image002(1)jpg again,. i need better info, . what was yield to maturity on purchase.. when do they pay? what bonds would you buy instead. , ? and its yield . . not enough to say we buy another. On Wed, Oct 31, 2018 at 12:16 PM Paul Barrett < wrote: Hi Jeffrey We own $2.65MM of the LSC Communications 8.75% 2023 bonds. We paid $105.25 back in Jan 2017. • Bonds trading up 10 points this morning on a takeover. Currently at 107.00. • I think we sell. If the deal does not close we are back down at 97-98. If it closes there is probably 2-3 points of additional upside. • We can take the proceeds and find a similar bond that does not have the binary risk to it. Paul Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York, NY 10019 o) (c) please note EFTA01018031 The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA01018032