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ONYX Pharmaceuticals, Inc. Message Board

riskmanct2001 6 posts  |  Last Activity: Mar 23, 2015 4:17 PM Member since: Aug 24, 2002
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  • growth has been impressive and so is the net yield. But I am curious about the increase in "repeats" vs "new " originations and any possible effect on delinquencies. It seems if i were a borrower and in some trouble, I would renew or increase the loan just before the due date. And I hope the Company does not let any delinquent borrower renew a loan and then become "current"
    does anyone know the answer to this risk?

  • riskmanct2001 by riskmanct2001 Jan 16, 2015 3:15 PM Flag

    he is CEO of Genesis Energy company...any loans from TCBI to Genesis? worried about our exposure to energy companies , and possible layoffs in our market

  • Reply to

    Think the big banks are shorting this?

    by sirflopsalot Dec 19, 2014 3:32 PM
    riskmanct2001 riskmanct2001 Dec 20, 2014 6:35 PM Flag

    I don't yet have a position in ONDK but still reading S 1 .Based in my bank audit background it seems they have a ton of credit risk,and are compensated for most of it.My concern is whether they can maintain losses at10% or less if they grow significantly. If not then this is not a good play
    LC has limited credit risk and may have a lot more upside and less downside
    Good luck

  • riskmanct2001 by riskmanct2001 Dec 12, 2014 8:04 AM Flag

    HTH has done well for us, but I am getting concerned about exposure to energy loans. we have had a lot of growth here and I am hoping we are well protected. does legacy texas have much exposure to energy loans?

  • riskmanct2001 by riskmanct2001 Dec 12, 2014 8:01 AM Flag

    this bank has done well. do we have much exposure to energy loans? does the OABC deal increase our risk?

  • riskmanct2001 by riskmanct2001 Aug 29, 2014 10:59 AM Flag

    earnings are low and bank seems to be managed very conservatively . We are selling near book value with a great( low) leverage ratio. My time in bank M&A leads me to believe that we could easily get $50 or more . That price would be near 1.5 X book value( and tangible BV) , 9% of assets and less than a 4% deposit premium
    Not sure what Board thinks about best return to shareholders but I think we are very near an optimum time to sell this bank: high regulatory costs, several willing buyers, strong stock market

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