ROKU had 26% of total cash and cash equivalents held with now collapsed Silicon Valley Bank

[dasari4kntr]

2 minutes ago, hyperbole said:

Bonds are liquid cash but subjected to terms

idi artham kaaledhu...

you mean bonds can be traded to liquidate anytime...but who will sell for loss..?

[ramudu]

10 minutes ago, hyperbole said:

This is what you said bro..assest like bond and loans 1/3 price negotiate etla chestaru, adi edo vadu open market lo ammkuntuadu kada. 

if you are talking about stock value that is a different subject which I am trying to explain

 

what I mean was company valued X before collapse , even though this company have assets to cover the liabilities , others will buy merely 1/3 of its value ... eventhough this company has $200 billion assets ,c buyers will pay 1/3 for it (random  number) , I mention in other post that .... JPM or others will buy dollars for cents from this deal ani , I don't think they have all $200 billion in bond asssets ....

 

 

[ramudu]

@hyperbole @dasari4kntr

see this , this is what I mention , this kind of things put presssure on SVB and forece bank to liquidate assets including bonds , 

 

Despite the bank being in sound financial condition prior to March 9, 2023, investors and depositors reacted by initiating withdrawals of $42 billion in deposits from the Bank on March 9, 2023, causing a run on the Bank.

 

https://dfpi.ca.gov/wp-content/uploads/sites/337/2023/03/DFPI-Orders-Silicon-Valley-Bank-03102023.pdf?emrc=bedc09

[hyperbole]

11 minutes ago, dasari4kntr said:

idi artham kaaledhu...

you mean bonds can be traded to liquidate anytime...but who will sell for loss..?

Updated it, liquid asset , they can sell it secondary bond market which they sold $22 billion worth of bonds they hold out of $98 billion. They sold it for $1.8billion loss and it what triggered all this bank run

[dasari4kntr]

2 minutes ago, ramudu said:

@hyperbole @dasari4kntr

see this , this is what I mention , this kind of things put presssure on SVB and forece bank to liquidate assets including bonds , 

 

Despite the bank being in sound financial condition prior to March 9, 2023, investors and depositors reacted by initiating withdrawals of $42 billion in deposits from the Bank on March 9, 2023, causing a run on the Bank.

 

https://dfpi.ca.gov/wp-content/uploads/sites/337/2023/03/DFPI-Orders-Silicon-Valley-Bank-03102023.pdf?emrc=bedc09

yup..

 

The California Department of Financial Protection and Innovation (DFPI) has issued an order against Silicon Valley Bank (SVB), requiring the bank to take corrective action related to its compliance with state banking laws and regulations. The order specifies that SVB failed to maintain adequate policies and procedures for verifying the identities of its customers and monitoring their activities, and failed to maintain adequate records related to certain transactions. SVB has agreed to take corrective actions, including conducting a comprehensive review of its compliance program and implementing enhanced policies and procedures.

 

.......

 

most of their assets are bonds..with these increased rates...they need to sell the assets for loss...

some big banks..who has reserve cash...take those assets and reissue with reoffer price...

[dasari4kntr]

15 minutes ago, hyperbole said:

Bonds are liquid assest but subjected to terms , think of it as a fixed deposit which pays you divided and matures on agreed upon date, if you break the bond you lose money

yup...

i have some knowledge on bonds because of my work...

but in this case..they have to sell it for loss..if pressure is mounting...

[ramudu]

1 minute ago, dasari4kntr said:

yup...

i have some knowledge on bonds because of my work...

but in this case..they have to sell it for loss..if pressure is mounting...

 

 

[Anta Assamey]

2 hours ago, Spartan said:

SVB has 209B worth assets

FDIC adi takeover chesindi kabatti..avi ammi istara deposit chesinollaki..

I think they are looking for some big bank to take over SVB and solve everything...

[dasari4kntr]

Just now, ramudu said:

 

 

veedu ee sari konaledha CDS...?

enti ee cryptic message...?

[hyperbole]

12 minutes ago, ramudu said:

what I mean was company valued X before collapse , even though this company have assets to cover the liabilities , others will buy merely 1/3 of its value ... eventhough this company has $200 billion assets ,c buyers will pay 1/3 for it (random  number) , I mention in other post that .... JPM or others will buy dollars for cents from this deal ani , I don't think they have all $200 billion in bond asssets ....

 

 

That is not the case and I am trying to explain you.there will be no negotiation on the assets held by the bank like loans and bonds as they are liquid assets and they can sell those in open market for very little loss . 

Any negation will be on the take out price will be on the stock price.

[ramudu]

2 minutes ago, hyperbole said:

That is not the case and I am trying to explain you.there will be no negotiation on the assets held by the bank like loans and bonds as they are liquid assets and they can sell those in open market for very little loss . 

Any negation will be on the take out price will be on the stock price.

 

bro , how much of their assets are under loans and bonds?  this statment from FDIC this afternoon ,  why they are looking for buyer instead of selling open market ... I think we discussed too far , lets wait few days and see how this turns out 

 

Shortly before noon, the FDIC moved to shutter the bank. Notably, the agency did not wait until the close of business, which is the typical approach. The FDIC could not immediately find a buyer for the bank’s assets, signaling how fast depositors cashed out.

[ramudu]

10 minutes ago, dasari4kntr said:

veedu ee sari konaledha CDS...?

enti ee cryptic message...?

vaadi statments eppudu cryptic ganee untayi 

[veerigadu]

Let’s see how things will unravel now.

 

I’m curious about portfolio of other banks now. I think recent real estate boom confused big institutions too.
 

They all might have invested in low interest mortgage securities. With the recent development in the market, withdrawals can be expected by other institutions and I’m not sure how ready these banks are.  
 

 

[Gorantlamdhav]

3 hours ago, ramudu said:

Bloomburg news 

Aa roku etlagu muskapoyedi inka fast ga potadi

[dasari4kntr]

9 minutes ago, ramudu said:

vaadi statments eppudu cryptic ganee untayi 

veedi movie ni ee roju malli choosta..ee roju…