11 Comments
Aug 4, 2023Liked by Breeley Capital

You cook the kind of food that I like man. How do you keep sourcing interesting ideas like these? Any plans to switch to a paid subscription anytime soon?

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Aug 6, 2023Liked by Breeley Capital

My feeling is that the company is just going to pay one dividend to avoid the triggers and then halt them again to save capital

Nothing stops them from doing this

Do you agree ?

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Sep 29, 2023Liked by Breeley Capital

Congratulations on this one. I just found this substack today, so I was late!

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any thoughts on this since the deferral of the Q4 preferred divy in Jan. I don't see any filings for board elections. would that not be until the annual meeting?

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