Re: Venny & PDVSA

Hi Jeff!

It was a real pleasure meeting you today.

I had so much fun in Little St Jeffery...and M, the water gazelle is really stunning...what a beautiful and smart girl!

Anyways, I enjoyed very much talking to you and would love to continue to explore the different possibilities to make some money together.

I see the beginning of fun longlasting friendship.

My contact info is:

Please forward me you info.

Thanks for having us today!!!

Big hug,
F.
Francisco D'Agostino

I can come to Caracas on the 26 of nov if that works

Sent from my iPad

It works great. I will organize a full agenda in Caracas for you to meet the right govt and business people. Also we can organize some fun down in Venezuela...

Hey FYI here is a picture of Vennys and PDSA closing:

lets talk after the elecion i might want to come earlier, than nov 26, how much time do you need.

Hey Jeff,

For longer term investments, long only, the two bonds outside the curve are:

PDVSA 2021 9% coupon trading at 82.50%

And

VENNY 2026 11.75% coupon trading at 98.50%

Todd and Jeff take a look at them.

See you in Paris soon!
F.
Francisco D'Agostino

wha t about the 2017 12, 5

There are two PVSA 2017 bonds:

1. 5.25% coupn is trading at 77% yielding about 11.%

2. 8.50% coupon is trading at about 88% yielding about 12.20%.

The 8.50% coupon I like. Its a big issue ($6Billion) so it has liquidity. The 5.25% is shit.

The PDVSA 2021 is yielding 12.40% And the VENNY 2026 yielding 12%.

We are landing in Paris in about one hour! Francisco D'Agostino

Now at the plaza athene.
Francisco D'Agostino

Where are you

Sorry for all the typos .Sent from my iPhone