Author Topic: OZRK - Bank of the Ozarks  (Read 57431 times)

rawraw

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Re: OZRK - Bank of the Ozarks
« Reply #230 on: January 31, 2019, 01:32:16 AM »
The shorts seem concerned with a specific Miami loan currently.  However, based on the information I have heard from management and the publicly available data on presales and such, it would be quite hard for OZK to ever lose money on that loan.  I'm hoping that loan pays off soon.  May provide another boost



oddballstocks

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Re: OZRK - Bank of the Ozarks
« Reply #232 on: Today at 11:18:20 AM »
https://therealdeal.com/issues_articles/why-nycs-most-important-construction-lender-may-be-on-shaky-ground/

Thanks, just reinforced what we've all known for a while.  Egos and non-recourse construction lending with a Podunk state bank regulator don't equal safe...

I still firmly believe this is a donut, although not short at the time.
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notorious546

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Re: OZRK - Bank of the Ozarks
« Reply #233 on: Today at 11:54:32 AM »
https://therealdeal.com/issues_articles/why-nycs-most-important-construction-lender-may-be-on-shaky-ground/

Thanks, just reinforced what we've all known for a while.  Egos and non-recourse construction lending with a Podunk state bank regulator don't equal safe...

I still firmly believe this is a donut, although not short at the time.

Thanks for your comments on this in the past. Do you have any insight into the quality of the regulator in AR vs other states? Not too familiar with the specifics of the different states if there are any