No way to see inside their heads? Dear mr Capt B in my view when...

No way to see inside their heads?
Dear mr Capt B in my view when people are buying they are doing so for one and one reason only and that is because they believe they are going to make money.
At the moment what we do know is that bad debts have returned to historically normal levels, also:
Reengineered Collections processes
• In-house 1 to 12 weeks
• Outsource post 12 weeks
• Contracts fully provided for at 12 weeks (does this mean the debt collection agency buys them once 12 weeks old? I think it does, and the differance or discounted rate these debts are purchased at presumably comes out of the bond?? - so I take it they siv get their payment due?)

• Both debt and assets are still pursued post the 12 week mark
and
The GoGetta Run down process continues to generate cashflows inline with expectations:
• $100 million in cash recovered on the GoGetta portfolio
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