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Ruil uw hopeloze aandelen om in waardevol KARDAN

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  1. [verwijderd] 12 augustus 2013 12:33
    Ik denk toch echt dat de emissie werkelijkheid wordt. 4 keer zoveel uitstaande aandelen lijken me voor Kardan minimaal nodig om echt wat te hebben aan een kapitaalverhoging. Misschien kan er op die manier 200 miljoen worden opgehaald, en kiezen ze ervoor om China aan te houden voor betere tijden.
    Men moet wel snel zijn, want het aandeel gaat de komende tijd echt door het putje; misschien een kleine speculatiegolf voor de cijfers omhoog, maar thats it.

    Een emissie zie ik ze wel aankondigen de 29e, een eventuele verkoop mag niet stil gehouden worden en moet naar mijn weten direct worden gemeld.

    We blijven er het beste van hopen, eenmaal in de 50's ga ik er vol in.
  2. [verwijderd] 12 augustus 2013 12:47
    quote:

    Uperdepup schreef op 12 augustus 2013 12:33:

    Ik denk toch echt dat de emissie werkelijkheid wordt. 4 keer zoveel uitstaande aandelen lijken me voor Kardan minimaal nodig om echt wat te hebben aan een kapitaalverhoging. Misschien kan er op die manier 200 miljoen worden opgehaald, en kiezen ze ervoor om China aan te houden voor betere tijden.
    Men moet wel snel zijn, want het aandeel gaat de komende tijd echt door het putje; misschien een kleine speculatiegolf voor de cijfers omhoog, maar thats it.

    Een emissie zie ik ze wel aankondigen de 29e, een eventuele verkoop mag niet stil gehouden worden en moet naar mijn weten direct worden gemeld.

    We blijven er het beste van hopen, eenmaal in de 50's ga ik er vol in.
    Abje voor joi

    I rest my case
  3. [verwijderd] 12 augustus 2013 16:50
    staat nu ook op de kardan site
    Amsterdam, August 12, 2013 - Kardan N.V. (“Kardan” or “the Company”), active in Real Estate, Water Infrastructure and Financial Services in emerging markets, announces that Maalot, the Israeli subsidiary of Standard & Poor’s (“S&P”), has today reported that it has adjusted the rating of Kardan downwards to ilB Negative for the Company and ilB for its Debentures Series A and Series B (from ilBB Watch Negative as per end of June 2013).
    www.kardan.com/phoenix.zhtml?c=170444...

    hier staat waarom
    www.maalot.co.il/publications/2526/OT...
  4. [verwijderd] 12 augustus 2013 16:54
    quote:

    businessman1 schreef op 12 augustus 2013 10:07:

    het is eindelijk weer spannend bij kardan,volumes nemen toe ,de eventuele rating houdt kardan tegen ,maar de rsi is dik oversold dit vraagt om een reactie
    zou het die rating zijn en wanneer komt ie?
    gezien de koersontwikkeling moet het een uiterst beroerde rating zijn.
    en dat is het, zie ik hierboven.
  5. [verwijderd] 12 augustus 2013 16:55
    quote:

    dibbes schreef op 12 augustus 2013 16:54:

    [...]
    zou het die rating zijn en wanneer komt ie?
    gezien de koersontwikkeling moet het een uiterst beroerde rating zijn..
    Euhm... lees eens 1 bericht omhoog .... koers doet het hier en in Israël erg goed moet ik zeggen.. kijk naar het volume.. met de vorige rating ging het wel even anders
  6. forum rang 4 Nel 12 augustus 2013 17:00
    AMSTERDAM (AFN) - Dochteronderneming Maalot van kredietbeoordelaar Standard & Poor's (S&P) heeft de rating van Kardan verlaagd van iLBB naar iLB. Dat maakte de investeringsmaatschappij maandag bekend.

    S&P heeft de onderneming van zijn CreditWatch afgehaald, maar neemt de rating in de komende ,,weken of maanden'' opnieuw onder de loep, zo liet Kardan weten.
  7. [verwijderd] 12 augustus 2013 17:15
    quote:

    sib schreef op 12 augustus 2013 16:55:

    [...]

    Euhm... lees eens 1 bericht omhoog .... koers doet het hier en in Israël erg goed moet ik zeggen.. kijk naar het volume.. met de vorige rating ging het wel even anders
    en de tijd voorafgaand hieraan?
    een B-tje kwijt: waar houdt het op, bij de Z?
  8. [verwijderd] 12 augustus 2013 17:38
    zo eindelijk het persbericht is er uit,morgen koop ik wat bij ,kardan krijgt nog meer tijd om zijn zaakjes op orde te brengen.
    op naar de cijfers en die zullen beter zijn dan de vorige keer
  9. [verwijderd] 12 augustus 2013 17:44
    Ja dit zag je van 10 km aan komen.
    Krijgt Kardan meer tijd Businessman ? Van wie de banken ? Overbruggingskrediet ? Ik kan nergens wat vinden, gaarne een bron aub !

    Morgen helemaal eruit - 60k!
  10. Buts 12 augustus 2013 17:47
    quote:

    businessman1 schreef op 12 augustus 2013 17:38:

    zo eindelijk het persbericht is er uit,morgen koop ik wat bij ,kardan krijgt nog meer tijd om zijn zaakjes op orde te brengen.
    op naar de cijfers en die zullen beter zijn dan de vorige keer
    je ben doorgedraaid, haha
  11. forum rang 4 Nel 12 augustus 2013 18:26
    Een junk bond (ook wel 'rommelobligatie' genoemd) is een term die in de financiële wereld gebruikt wordt om een risicovolle obligatie met een hoog rendement (high yield) aan te duiden. Kredietbeoordelaars als Standard & Poor's kennen obligaties een waardering toe om de betrouwbaarheid dat de obligatie niet in gebreke blijft aan te geven. Een junk bond, ook wel high-yield bond, is een obligatie waaraan door de kredietbeoordelaar de kredietwaardering "non-investment grade" (lager dan BBB) toegewezen is.
  12. [verwijderd] 12 augustus 2013 18:52
    Ik zie het allemaal niet zo somber in tenslotte ligt er ook nog een belang van 27,75% in GTC Holding op de plank. Deze investering is rijp voor verkoop, er wordt al sinds 2003 geen dividend uitgekeerd aan de aandeelhouders dus wat moet je ermee? Door verliezen/afwaarderingen bij GTC zit Kardan al jaren in de hoek waar de klappen vallen. In 2011 heeft Kardan ook al 35 miljoen aandelen GTC verkocht, helaas door in 2012 mee te doen aan de emissie van 100 miljoen Euro is er weer bijna 30 miljoen cash weggelekt.
    Daarbovenop heeft men in februari de controle over GTC SA verloren.
    Op dit moment heeft het belang een waarde van 180 miljoen Euro.
    Op 31 maart j.l. was er een bankschuld van 107 miljoen, binnen het convenant is er 2,75% van de deelneming aan de banken gecedeerd. Een onderhandse verkoop is dus ruim voldoende om zowel de bankschuld als de toekomstige aflossing Debentures 2014 te kunnen voldoen. Het is niet voor niets dat S & P Maalot dat ook oppert.

    In Q1 moest Kardan een verlies incasseren van 22 miljoen, waarvan 20 milj koersverlies en 25 milj afschrijving op land in Roemenië (GTC SA) Zonder deze buitengewone lasten had Kardan gewoon winst gemaakt! Ik kan mij dus de hoopvolle reactie van Businessman1 wel voorstellen.

    M.i. dus concentreren op China waar er nog veel appartementen opgeleverd moeten worden en er winst gemaakt wordt en GTC Holdings afstoten.

  13. [verwijderd] 12 augustus 2013 19:01
    quote:

    Nel schreef op 12 augustus 2013 18:26:

    Een junk bond (ook wel 'rommelobligatie' genoemd) is een term die in de financiële wereld gebruikt wordt om een risicovolle obligatie met een hoog rendement (high yield) aan te duiden. Kredietbeoordelaars als Standard & Poor's kennen obligaties een waardering toe om de betrouwbaarheid dat de obligatie niet in gebreke blijft aan te geven. Een junk bond, ook wel high-yield bond, is een obligatie waaraan door de kredietbeoordelaar de kredietwaardering "non-investment grade" (lager dan BBB) toegewezen is.
    Gelukkig geen Nederlandse Bank.
    Overeenkomst met SNS is het vele vastgoed wat deze bank heeft.
  14. arreno 12 augustus 2013 19:02
    quote:

    rebelletje schreef op 12 augustus 2013 18:52:

    Ik zie het allemaal niet zo somber in tenslotte ligt er ook nog een belang van 27,75% in GTC Holding op de plank. Deze investering is rijp voor verkoop, er wordt al sinds 2003 geen dividend uitgekeerd aan de aandeelhouders dus wat moet je ermee? Door verliezen/afwaarderingen bij GTC zit Kardan al jaren in de hoek waar de klappen vallen. In 2011 heeft Kardan ook al 35 miljoen aandelen GTC verkocht, helaas door in 2012 mee te doen aan de emissie van 100 miljoen Euro is er weer bijna 30 miljoen cash weggelekt.
    Daarbovenop heeft men in februari de controle over GTC SA verloren.
    Op dit moment heeft het belang een waarde van 180 miljoen Euro.
    Op 31 maart j.l. was er een bankschuld van 107 miljoen, binnen het convenant is er 2,75% van de deelneming aan de banken gecedeerd. Een onderhandse verkoop is dus ruim voldoende om zowel de bankschuld als de toekomstige aflossing Debentures 2014 te kunnen voldoen. Het is niet voor niets dat S & P Maalot dat ook oppert.

    In Q1 moest Kardan een verlies incasseren van 22 miljoen, waarvan 20 milj koersverlies en 25 milj afschrijving op land in Roemenië (GTC SA) Zonder deze buitengewone lasten had Kardan gewoon winst gemaakt! Ik kan mij dus de hoopvolle reactie van Businessman1 wel voorstellen.

    M.i. dus concentreren op China waar er nog veel appartementen opgeleverd moeten worden en er winst gemaakt wordt en GTC Holdings afstoten.

    Bericht kwam om 16.45, daling van circa 0,008 en geen spectaculaire stijging van volume dus zeker geen dump. Rebelletje zal gelijk krijgen morgen
  15. [verwijderd] 12 augustus 2013 19:06
    Amsterdam, August 12, 2013 - Kardan N.V. (“Kardan” or “the Company”), active in Real Estate, Water Infrastructure and Financial Services in emerging markets, announces that Maalot, the Israeli subsidiary of Standard & Poor’s (“S&P”), has today reported that it has adjusted the rating of Kardan downwards to ilB Negative for the Company and ilB for its Debentures Series A and Series B (from ilBB Watch Negative as per end of June 2013).
    S&P has taken the Company off the CreditWatch, but will review the rating of the Company again in the coming weeks or months.
    In June 2013, S&P had retained the rating of Kardan for both the Company and its Debentures Series A and Series B ilBB Watch Negative and had announced to keep the Company and the Debentures on CreditWatch with negative implications for approximately six weeks, when it would again review the ratings.
    The Release of S&P is attached as an annex to this Press Release.
    DISCLAIMER
    This press release contains forward-looking statements and information, for example concerning the financial condition, results of operations, businesses and potential exposure to market risks of Kardan N.V. and its group companies (jointly “Kardan Group”). All statements other than statements of historical fact are, or may be deemed to be, forward-looking statements (including “forward looking statements” as defined in the Israeli Securities Law). Forward-looking statements are statements of future expectations that are based on management’s current expectations and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in these statements. These forward-looking statements are identified by the use of terms and phrases such as ‘‘anticipate’’, ‘‘believe’’, ‘‘could’’, ‘‘estimate’’, ‘‘expect’’, ‘‘intend’’, ‘‘may’’, ‘‘plan’’, ‘‘objectives’’, ‘‘outlook’’, ‘‘probably’’, ‘‘project’’, ‘‘will’’, ‘‘seek’’, ‘‘target’’, ‘‘risks’’, ‘‘goals’’, ‘‘should’’ and similar terms and phrases. A variety of factors, many of which are beyond Kardan Group’s control, affect our operations, performance, business strategy and results and could cause the actual results, performance or achievements of Kardan Group to be materially different from any future results, performance or achievements that may be expressed or implied by such forward-looking statements. For Kardan Group, particular uncertainties arise, amongst others but not limited to and not in any order of importance, (i) from dependence on external financing with the risk that insufficient access to capital threatens its capacity to grow, execute its business model, and generate future financial returns (ii) from concentration of its business in Central Eastern Europe and China as a result of which Kardan Group is strongly exposed to these particular markets (iii) from risks related to the financial markets as a result of Kardan N.V.’s listings on NYSE Euronext Amsterdam and the Tel Aviv Stock Exchange and (iv) from it being a decentralized organization with a large number of separate entities spread over different geographic areas in emerging markets, so that Kardan Group is exposed to the risk of fraudulent activities or illegal acts perpetrated by managers, employees, customers, suppliers or third parties which expose the organization to fines, sanctions and loss of customers, profits and reputation etc. and may adversely impact Kardan Group’s ability to achieve its objectives and (v) from any of the risk factors specified in Kardan N.V.’s Annual Report and in the related “Periodic Report” (published by Kardan N.V. in Israel) published in April, and which is also available at the Kardan website. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described in the relevant forward-looking statement as expected, anticipated, intended, planned, believed, sought, estimated or projected. Kardan N.V. does not intend or assume any obligation to update or revise these forward-looking statements in light of developments which differ from those anticipated.
    About Kardan
    Kardan identifies and develops assets in promising emerging markets, mainly in the CEE, CIS and China. Its activities are mainly focused on three sectors that benefit from the rising middle class: Real Estate, Water Infrastructure and Retail Lending. Company headquarters are in the Netherlands. Kardan aims at holding controlling interests in its investments and, through the development of local business platforms, is actively involved in the definition and implementation of their strategy. Total assets as of March 31, 2013 amounted to EUR 1.1 billion; revenues totaled EUR 41 million in the first quarter of 2013. Kardan is listed on NYSE Euronext Amsterdam and the Tel Aviv Stock Exchange.
    For further information please contact:
    Caroline Vogelzang
    Director Investor Relations
    Vogelzang@kardan.nl
    +31 (0)20 305 0010
    “This press release contains regulated information (gereglementeerde informatie) as defined in the Dutch Act on Financial Supervision (Wet op het financieel toezicht)”
    Annex: Rating Report Maalot
    www.maalot.co.il August 12, 2013 ? 1
    Kardan N.V.
    .................................................................................................................................................
    August 12, 2013
    Rating Update
    Rating downgraded to ‘ilB’; Divestments To Meet Significant Debt Repayment in February 2014 Remain Unexecuted
    Primary Credit Analyst:
    Yuval Torbati, Tel Aviv, yuval_torbati@standardandpoors.com
    Secondary Credit Analyst:
    Zvi Boimer, Tel Aviv, zvi_boimer@standardandpoors.com
    Table of Contents
    ..................................................................................................................................
    Overview
    Rating Action
    Rationale
    Outlook
    Ratings List
    Please note that this translation was made for the company's use only and under no circumstances obligates Standard & Poor's Maalot. In the case of any discrepancy with the official Hebrew version published on June 27, 2013, the Hebrew version shall apply.
    Kardan N.V.
    www.maalot.co.il August 12, 2013 | 2
    Ratings Update
    Rating downgraded to ‘ilB’; Divestments To Meet Significant Debt Repayment in February 2014 Remain Unexecuted
    Overview ? In our opinion, Kardan N.V. faces the need to sell significant assets in order to meet debt repayments of about €112 million in 2014, most of which are related to bond repayment due in February 2014. ? While we believe that company management is making a concentrated effort to secure the needed sources for debt amortization, such
  16. arreno 12 augustus 2013 19:07
    quote:

    businessman1 schreef op 12 augustus 2013 19:06:

    Amsterdam, August 12, 2013 - Kardan N.V. (“Kardan” or “the Company”), active in Real Estate, Water Infrastructure and Financial Services in emerging markets, announces that Maalot, the Israeli subsidiary of Standard & Poor’s (“S&P”), has today reported that it has adjusted the rating of Kardan downwards to ilB Negative for the Company and ilB for its Debentures Series A and Series B (from ilBB Watch Negative as per end of June 2013).
    S&P has taken the Company off the CreditWatch, but will review the rating of the Company again in the coming weeks or months.
    In June 2013, S&P had retained the rating of Kardan for both the Company and its Debentures Series A and Series B ilBB Watch Negative and had announced to keep the Company and the Debentures on CreditWatch with negative implications for approximately six weeks, when it would again review the ratings.
    The Release of S&P is attached as an annex to this Press Release.
    DISCLAIMER
    This press release contains forward-looking statements and information, for example concerning the financial condition, results of operations, businesses and potential exposure to market risks of Kardan N.V. and its group companies (jointly “Kardan Group”). All statements other than statements of historical fact are, or may be deemed to be, forward-looking statements (including “forward looking statements” as defined in the Israeli Securities Law). Forward-looking statements are statements of future expectations that are based on management’s current expectations and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in these statements. These forward-looking statements are identified by the use of terms and phrases such as ‘‘anticipate’’, ‘‘believe’’, ‘‘could’’, ‘‘estimate’’, ‘‘expect’’, ‘‘intend’’, ‘‘may’’, ‘‘plan’’, ‘‘objectives’’, ‘‘outlook’’, ‘‘probably’’, ‘‘project’’, ‘‘will’’, ‘‘seek’’, ‘‘target’’, ‘‘risks’’, ‘‘goals’’, ‘‘should’’ and similar terms and phrases. A variety of factors, many of which are beyond Kardan Group’s control, affect our operations, performance, business strategy and results and could cause the actual results, performance or achievements of Kardan Group to be materially different from any future results, performance or achievements that may be expressed or implied by such forward-looking statements. For Kardan Group, particular uncertainties arise, amongst others but not limited to and not in any order of importance, (i) from dependence on external financing with the risk that insufficient access to capital threatens its capacity to grow, execute its business model, and generate future financial returns (ii) from concentration of its business in Central Eastern Europe and China as a result of which Kardan Group is strongly exposed to these particular markets (iii) from risks related to the financial markets as a result of Kardan N.V.’s listings on NYSE Euronext Amsterdam and the Tel Aviv Stock Exchange and (iv) from it being a decentralized organization with a large number of separate entities spread over different geographic areas in emerging markets, so that Kardan Group is exposed to the risk of fraudulent activities or illegal acts perpetrated by managers, employees, customers, suppliers or third parties which expose the organization to fines, sanctions and loss of customers, profits and reputation etc. and may adversely impact Kardan Group’s ability to achieve its objectives and (v) from any of the risk factors specified in Kardan N.V.’s Annual Report and in the related “Periodic Report” (published by Kardan N.V. in Israel) published in April, and which is also available at the Kardan website. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described in the relevant forward-looking statement as expected, anticipated, intended, planned, believed, sought, estimated or projected. Kardan N.V. does not intend or assume any obligation to update or revise these forward-looking statements in light of developments which differ from those anticipated.
    About Kardan
    Kardan identifies and develops assets in promising emerging markets, mainly in the CEE, CIS and China. Its activities are mainly focused on three sectors that benefit from the rising middle class: Real Estate, Water Infrastructure and Retail Lending. Company headquarters are in the Netherlands. Kardan aims at holding controlling interests in its investments and, through the development of local business platforms, is actively involved in the definition and implementation of their strategy. Total assets as of March 31, 2013 amounted to EUR 1.1 billion; revenues totaled EUR 41 million in the first quarter of 2013. Kardan is listed on NYSE Euronext Amsterdam and the Tel Aviv Stock Exchange.
    For further information please contact:
    Caroline Vogelzang
    Director Investor Relations
    Vogelzang@kardan.nl
    +31 (0)20 305 0010
    “This press release contains regulated information (gereglementeerde informatie) as defined in the Dutch Act on Financial Supervision (Wet op het financieel toezicht)”
    Annex: Rating Report Maalot
    www.maalot.co.il August 12, 2013 ? 1
    Kardan N.V.
    .................................................................................................................................................
    August 12, 2013
    Rating Update
    Rating downgraded to ‘ilB’; Divestments To Meet Significant Debt Repayment in February 2014 Remain Unexecuted
    Primary Credit Analyst:
    Yuval Torbati, Tel Aviv, yuval_torbati@standardandpoors.com
    Secondary Credit Analyst:
    Zvi Boimer, Tel Aviv, zvi_boimer@standardandpoors.com
    Table of Contents
    ..................................................................................................................................
    Overview
    Rating Action
    Rationale
    Outlook
    Ratings List
    Please note that this translation was made for the company's use only and under no circumstances obligates Standard & Poor's Maalot. In the case of any discrepancy with the official Hebrew version published on June 27, 2013, the Hebrew version shall apply.
    Kardan N.V.
    www.maalot.co.il August 12, 2013 | 2
    Ratings Update
    Rating downgraded to ‘ilB’; Divestments To Meet Significant Debt Repayment in February 2014 Remain Unexecuted
    Overview ? In our opinion, Kardan N.V. faces the need to sell significant assets in order to meet debt repayments of about €112 million in 2014, most of which are related to bond repayment due in February 2014. ? While we believe that company management is making a concentrated effort to secure the needed sources for debt amortization, such
    Gaat goed komen
  17. [verwijderd] 12 augustus 2013 19:09
    Kardan N.V.
    www.maalot.co.il August 12, 2013 | 2
    Ratings Update
    Rating downgraded to ‘ilB’; Divestments To Meet Significant Debt Repayment in February 2014 Remain Unexecuted
    Overview ? In our opinion, Kardan N.V. faces the need to sell significant assets in order to meet debt repayments of about €112 million in 2014, most of which are related to bond repayment due in February 2014. ? While we believe that company management is making a concentrated effort to secure the needed sources for debt amortization, such asset realizations have yet to be concluded. As a result, the company?s liquidity profile continues to deteriorate and there is a significant rise in Kardan N.V.?s credit risk in the immediate term. ? As asset divestments are delayed, execution risks increase significantly, in our opinion, against a background of very low financial flexibility due to weak characteristics of the investment portfolio and very high leverage, ? We are downgrading our rating for the Netherlands-based holding company, Kardan N.V., to „ilB? from „ilBB? and removing all ratings from Credit Watch with Negative implications. ? The Negative outlook reflects continued significant pressure on the company?s liquidity profile and very high likelihood for further rating downgrades in the coming weeks or months, should the company be unable to bridge its near term funding needs.
    Rating Action On August 12, 2013, Standard & Poor's Maalot announced that it has lowered the rating on Netherlands-based operating holding company, Kardan N.V., to „ilB/Negative? from „ilBB?. All ratings have also been removed from Credit Watch Negative originally placed on March 20, 2013.
    Rationale The downgrade reflects the noncompletion of significant divestments for the purposes of securing additional cash to meet the company?s significant debt amortization needs of about Euro 112 million in the first quarter of 2014. In accordance with our liquidity assessment methodology, there has been a worsening of the company?s liquidity profile over the past six weeks, as the company?s coffers (including GTC RE Real Estate Holdings BV) have not seen additional cash, while two significant bond maturities dates grow closer. In light of this fact, we have chosen to reflect the heightened credit risk with a downgrade. We believe that the forecasted funding gap in early 2014 is a significant challenge demanding a prompt response, especially against a background of extremely high leverage (we estimate LTV of 66%) and very limited financial flexibility as reflected by the fact that held assets are predominately privately held and operations are concentrated in emerging markets (CEE) which are inherently high risk. In our opinion, management is working diligently on several plans of action to acquire the needed cash at the holding levels. We also continue to believe that the most realistic and expedient course of action, amongst several options under consideration, is the divestiture of Kardan N.V.?s listed shares (27.8%) in GTC
    Kardan N.V.
    www.maalot.co.il August 12, 2013 | 3
    SA. As previously mentioned, time is of the essence and the pressure created with each delay in the realization of assets increases execution risks and overall credit risk. We also believe that the likelihood that Kardan N.V. will face a „going concern disclosure? statement in its financial reports is increasing with each delay in securing the cash required to cover its debt amortization needs in 2014. It is critical to note that further delays in asset realizations and/or a potential “going concern disclosure” statement will have dire implications, such as a payment default in the short term. In our estimation, Kardan N.V.?s asset portfolio value as of the end of July 2013 was Euro 775 million while its gross holding level debt (includes bank debt at GTC RE Holdings BV) was Euro 526 million. We estimate loan-to-value of about 66% (which includes netting out of Euro 11 million in cash). Liquidity Kardan N.V.?s liquidity is 'weak' according to our criteria. We estimate that its ratio of sources to uses in 2014 is 0.5x. According to our base case liquidity scenario, the company will need to bridge a funding gap of about Euro 65 million in order to meet its bond maturities in the first quarter of 2014. Kardan N.V. has several financial covenants with which it is currently in standing, except for a minimum equity (test) covenant pertaining to Euro 100 million of bank debt for which it has secured a waiver until November 30, 2013. In our base-case scenario, we assume that company sources as of July 31, 2013 are: Cash and liquid financial assets of Euro 11 million; Loan repayments from subsidiaries of Euro 36 million by the end of 2014; Cash dividends from subsidiary of Euro 16 million by the end of 2014. Our assumptions for the company's uses as of July 31, 2013 are: Debt maturities (principal and interest) of Euro 120 million to the end of 2014; General & Administrative expenses of Euro 9 million to the end of 2014;
    Outlook The Negative outlook reflects continued significant pressure on the company?s liquidity profile. We think that there is a very high likelihood for further rating downgrades in the coming weeks or months should the company be unable to bridge its near term gap between its sources and its uses. We will lower the issuer and issue ratings (bond series A and B) to „ilCCC? within the next 3 months if the company does not reach a final and binding agreement to sell assets (or secure other funding sources), the proceeds of which, in our estimation, will be sufficient to cover Kardan N.V.?s liquidity needs in 2014. We will also act immediately to lower all ratings to „ilCC? (one rating level prior to a “Default” rating) in the event of a “going concern disclosure” statement in the
    Kardan N.V.
    www.maalot.co.il August 12, 2013 | 4
    company?s financial reports, or in the event of a negotiation with creditors to reschedule the current amortization timetable or any kind of a “distressed exchange”. The latter development will certainly lead to a „Default? rating under our criteria.
    Ratings List
    To From
    Kardan N.V.
    Issuer credit rating ilB/Negative ilBB/Watch Negative
    Series A ilB ilBB/Watch Negative
    Series B ilB ilBB/Watch Negative
    Standard & Poor's Maalot ratings are based on information received from the Company and from other sources that Standard & Poor's Maalot believes to be reliable. Standard & Poor's Maalot does not audit the information it receives nor does it verify the correctness or completeness of such information.
    It is hereby clarified that Standard & Poor's Maalot rating does not reflect risks relating to and/or arising from breaches, through intent or oversight
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Forum # Topics # Posts
Aalberts 466 7.017
AB InBev 2 5.496
Abionyx Pharma 2 29
Ablynx 43 13.356
ABN AMRO 1.582 51.658
ABO-Group 1 22
Acacia Pharma 9 24.692
Accell Group 151 4.132
Accentis 2 265
Accsys Technologies 23 10.654
ACCSYS TECHNOLOGIES PLC 218 11.686
Ackermans & van Haaren 1 189
ADMA Biologics 1 34
Adomos 1 126
AdUX 2 457
Adyen 14 17.752
Aedifica 3 916
Aegon 3.258 322.841
AFC Ajax 538 7.088
Affimed NV 2 6.297
ageas 5.844 109.893
Agfa-Gevaert 14 2.050
Ahold 3.538 74.336
Air France - KLM 1.025 35.043
AIRBUS 1 12
Airspray 511 1.258
Akka Technologies 1 18
AkzoNobel 467 13.040
Alfen 16 24.849
Allfunds Group 4 1.473
Almunda Professionals (vh Novisource) 651 4.251
Alpha Pro Tech 1 17
Alphabet Inc. 1 406
Altice 106 51.198
Alumexx ((Voorheen Phelix (voorheen Inverko)) 8.486 114.822
AM 228 684
Amarin Corporation 1 133
Amerikaanse aandelen 3.837 243.224
AMG 971 133.345
AMS 3 73
Amsterdam Commodities 305 6.690
AMT Holding 199 7.047
Anavex Life Sciences Corp 2 491
Antonov 22.632 153.605
Aperam 92 14.999
Apollo Alternative Assets 1 17
Apple 5 382
Arcadis 252 8.776
Arcelor Mittal 2.033 320.709
Archos 1 1
Arcona Property Fund 1 286
arGEN-X 17 10.302
Aroundtown SA 1 219
Arrowhead Research 5 9.739
Ascencio 1 28
ASIT biotech 2 697
ASMI 4.108 39.103
ASML 1.766 107.287
ASR Nederland 21 4.486
ATAI Life Sciences 1 7
Atenor Group 1 491
Athlon Group 121 176
Atrium European Real Estate 2 199
Auplata 1 55
Avantium 32 13.673
Axsome Therapeutics 1 177
Azelis Group 1 64
Azerion 7 3.392

Macro & Bedrijfsagenda

  1. 25 februari

    1. Ackermans & Van Haaren Q4-cijfers
    2. Economische groei vierde kwartaal def (Dld)
    3. Home Depot Q4-cijfers (VS)
    4. Case Shiller huizenprijzen december (VS)
    5. Consumentenvertrouwen CB maart (VS)
    6. ASMI Q4-cijfers volitaliteit verwacht
    7. AMC Entertainment Q4-cijfers (VS)
  2. 26 februari

    1. JDE Peet's Q4-cijfers
    2. Wolters Kluwer Q4-cijfers
    3. AB InBev Q4-cijfers
de volitaliteit verwacht indicator betekend: Market moving event/hoge(re) volatiliteit verwacht