From: J <jeevacation®gmail.com> To: Paul Barrett Cc: Richard Kahn Subject: Re: LSC Bonds Date: Thu, 01 Nov 2018 11:12:35 +0000 Attachments: image002.jpg Inline-Images: image002(1)jpg again,. i need better info, . what was yield to maturity on purchase.. when do they pay? what bonds would you buy instead. , ? and its yield . . not enough to say we buy another. On Wed, Oct 31, 2018 at 12:16 PM Paul Barrett < wrote: Hi Jeffrey We own $2.65MM of the LSC Communications 8.75% 2023 bonds. We paid $105.25 back in Jan 2017. • Bonds trading up 10 points this morning on a takeover. Currently at 107.00. • I think we sell. If the deal does not close we are back down at 97-98. If it closes there is probably 2-3 points of additional upside. • We can take the proceeds and find a similar bond that does not have the binary risk to it. Paul Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York, NY 10019 o) (c) please note EFTA01018031