YRC Worldwide Inc (YRCW)

[yesmistermorningstar]

GuyBig Friday, 12/05/14 01:58:50 PM
Re: topdowg11 post# 21675
Post # of 22894

DHL is wholly owned by Deutsche Post AG. The ADR is DPSGY.

DPSGY can borrow in Euro's at a very low interest rate to buy.all the stock and pay off all the debt. Doing a deal would only make sense for DHL if DHL can pay off all the debt in full without prepayment penalties.

Current and past two years of the Indicated Bid/Offers on YRCW debt and the preferreds -- even better the actual trades -- would tell us how much YRCW is improving. If the debt has traded up to trading at par, that's a good indication that we can anticipate YRCW staying in business, possibly having positive EPS for this quarter, and that an acquisition by DHL is possible.


Hi Big, you said in December that acquisition by DHL would be possible after having positive EPS and the debt trading at par. Is this the right moment ?