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Below is a collection of useful discussion board posts and threads relevant to finance sector fixed income investments and sorted into categories. If you would like to suggest a post or thread for inclusion please do so using the Contact Form.
General Bank Hybrid Discussion & Risk Analysis
Superb post on TMF Banking Sector board by Avidya on 17/09/09 musing the position HMG is in with respect to the hybrid debt of state aided banks:
Another great post by Avidya analysing the structure and inter-relationship of LBG Tier 1 capital instruments:
Two outstanding threads from TMF Banking Sector Board discussing possible outcomes of EU attempts to force deferral of coupons:
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LBG Hybrid Debt
A varied thread from TMF Banking Sector Board which starts out discussing HBOS 9.54% Capital Funding and broadens out into an excellent analysis of the role of the LBG 2004 6% preference shares in pushing coupon payments:
A high quality thread from the Interactive Investor site discussing the merits and risks of various LBG hybrid securities and the role of the LBG 2004 6% preference shares:
A very useful thread started by TheNextBigBust on TMF Banking Sector board in April 2009 discussing a wide range of LBG securities:
Invaluable post by Avidya on TMF Banking Sector Board from 8 Oct 2009 analysing the LBG capital structure and how much discretion the bank really has on paying coupons:
Very interesting prediction of the offer Lloyds will make to preference shareholders to convert into convertible motes by Avidya. TMF Banking Sector board 1 Nov 09:
RBS Hybrid Debt
A great post on 11/9/2009 by WShak on TMF Banking Sector board giving a great analsysis of the risks and merits of a selection of RBS preference shares and sub-ordinated bonds:
TMF Banking Sector thread discussing the RBS Series 1 Sterling Preference Shares (repackaged as Argon Series 100 Bonds):
A collection of threads from the Interactive Investor Nat West Preference share board. Only 4 pages of posts but some of them (especially thoses by Michael Whitaker) are excellent for background info on a variety of RBS securities:
A high quality thread started on 20 Oct 2009 discussing the terms of various Series of RBS USD preference shares and whether these give them pseudo-cumulative rights:
Bradford & Bingley Bonds
In depth analysis of that exotic beast - the Bradford & Bingley bond - posted on TMF Banking Sector board by Avidya on 3/9/2009:
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