Peter Eller
@peter-eller10.bsky.social
Former FI & EQ deriv now in FX. LT value investing/some trading. Like to share my investments and ideas. Tend to lean small-mid cap names and corp bonds - views and opinions my own
Lets take a look at Friday's trading activity in $LSEA
May 13, 2025 at 12:15 PM
Lets take a look at Friday's trading activity in $LSEA
"..To date, we have no aircraft delivering to any country that has announced reciprocal tariffs applicable to aircraft. We continue to benefit from robust global aircraft demand in both leasing and aircraft trading as significant aircraft supply constraints persist" $AL
May 5, 2025 at 8:10 PM
"..To date, we have no aircraft delivering to any country that has announced reciprocal tariffs applicable to aircraft. We continue to benefit from robust global aircraft demand in both leasing and aircraft trading as significant aircraft supply constraints persist" $AL
$COTY this is good progress, I anticipate they will try to sell off part or the remaining amount of the Wella stake to meet the April '26 maturity rather than refi/extension to ~2030. Should have enough with cash on hand and CFFO to take on the 350mm not quite the 728mm
February 11, 2025 at 4:32 PM
$COTY this is good progress, I anticipate they will try to sell off part or the remaining amount of the Wella stake to meet the April '26 maturity rather than refi/extension to ~2030. Should have enough with cash on hand and CFFO to take on the 350mm not quite the 728mm
This is the bond bottom siganl we have been waiting for:
January 14, 2025 at 12:59 PM
This is the bond bottom siganl we have been waiting for:
Ehh value investors yet again..
December 31, 2024 at 7:15 PM
Ehh value investors yet again..
This morning’s view
December 14, 2024 at 5:06 PM
This morning’s view
large trades only!
December 10, 2024 at 7:33 PM
large trades only!
Been a while since doing one of these updates without a write-up of some sort (coming soon) here are the top 10 gains/losses in PA - re-evaluation week, likely pairing off some, its been a decent year
December 8, 2024 at 10:03 PM
Been a while since doing one of these updates without a write-up of some sort (coming soon) here are the top 10 gains/losses in PA - re-evaluation week, likely pairing off some, its been a decent year