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RE: LeoThread 2025-11-22 10-34

in LeoFinance20 days ago

Part 3/11:

This restriction is causing anxiety because, during the merger process, investors are essentially holding onto their shares without liquidity, potentially facing paper losses estimated at up to 20% if current share prices hold. These losses are exacerbated by the fact that OBDC shares are trading at a significant discount relative to the value of the fund’s underlying assets, highlighting underlying valuation concerns.

Understanding the Broader Context: Private Credit and Shadow Banking