From: J <[email protected]> To: Paul Barrett < , Richard Kahn Subject: Re: LSC Bonds Date: Mon, 05 Nov 2018 17:54:51 +0000 Attachments: image002.jpg Inline-Images: image002(1)jpg annother fuck up. yes sell. On Mon, Nov 5, 2018 at 6:40 PM Paul Barrett < wrote: I have not been able to sell the bonds at 106. The bid went away and now the best I am seeing is a bid for 1/2 the position at 105 or full bid at 104.75. Very poor liquidity. At a 104.75 the bonds have a YTW of 7.33%. I think they trade back down to $100. So would still recommend we sell them here. Feels like there are a lot of bonds for sale. Sure we can get back in around $100-101. Made no sense why they rallied as much as they did. Let me know. Paul Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11t h Floor, New York, NY 10019 EFTA01017554