In summary likely none of us know the terms of the syndicated loan including what is required for compliance between now and 2019.
V_H is right , it's a high risk bet.
I suppose it is encouraging to see Black Crane continue to buy, in a way atleast as they see something somewhere and they may know something.
If I was interested in the sector I'd set up a Seeking Alpha account and look at US companies in the sector. They are good disclosers and you will have a good chance to know what is about to happen to MRM.
From my knowledge tho of the US landscape there is no signs of green shoots yet, possible exception re HOS finance.
