To the extent GSL is a proxy to play CMA in the equity market, I agree the movement of CMA bonds is a plus.
Is the EuroPacific forum any different than other conferences Ian has crossed the pond for? I can't imagine him making any announcements there, and past presentations have not done much good, except for maybe putting this on the radar for the future.
I still think there's a general market swoon between now and when GSL can pony out some cash to investors, so I continue to believe there's a 1-handle between now and the payoff............Dave
EuroPacific looks like a broker/dealer and RIA looking to drum up trades/ business through its research. I'd find it more significant if the meetings had been arranged by an entity with some underwriting power. So, not sure that it's significant...but any exposure is probably good and might move some investors into the name.