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Tuesday, August 4, 2015

Monday Night KTFA CC Notes With Frank26 and Delta: Part 2

CC Notes by FrostyTheSnowman:

Frank:
  Delta … are you there?

DELTA: Frankie, Frankie!

FRANK: I like for you to go into your report.

DELTA: Greetings everyone! Good health and good spirits … good things are coming up here.

I do have the confirmation … one bond does exist … a domestic bond. I call it a “sucker bond” because some know what I’m talking about.

If you go to the announcement section of the CBI … every bank in Iraq … announcement of the bond. For every dollar that you are going to buy … the price is 1095 dinar on those bonds.
....
How that works … you may not see that in the news because that happens internally within the banks.

So to do it … you have to tell them how much you want to buy.

Every bank in Iraq … you have an account in dinars

Whoever wants to buy them … they have to fill out a form

If you had an account in Iraq and you were interested in those bonds.

If you wanted to buy 2,500 worth … they would deduct from your account and then you can have those bonds.

From August 2 until 31st … the CBI is doing this to raise some liquidity and capital for the financial ministry in Iraq.

Those bonds mature in 1 year. In one year … financial ministry has to pay you the money plus about 6% interest.

Why is it a “sucker bet”?

I think it’s disappointing that the CBI is doing this to the citizens because we all know what’s going to happen.

Say 2 or 3 months the value increases … imagine how upset they will be?

I don’t see how they are going to buy those bonds.

I don’t see any citizen who would want them.

But at least they are doing what it says in the budget.

In my opinion … we may not see any changes in the month of August because of those bonds.

I don’t think the CBI would pull the trigger while selling those bonds.

In my opinion - nothing will happen in August.

Someone asked why they are giving back dollars? We all know the CBI is going to give a higher value – and a lot of people will lose a lot of money.

Remember the IQD is not internationally recognized.

Multi-countries they know what’s going to happen.

I think they are just “testing the waters.”

Remember Abadi said stuff about the credit rating … and as of today … Iraq does NOT have a credit rating.

If the GOI and the CBI doesn’t do the currency reform and Article 8 … they can do anything outside Iraq.

We do believe the other 3 billion should come out in September, or before the end of the year.

The tariff … they are implemented.

The phone cards in Iraq … when the citizens found out that when they were going to tax them, they panicked. Alcohol and cigarettes will increase about 20%.

When a company brings a product to Iraq … they pay a tariff fee

IMF, World Bank … the 1.2 billion … that won’t last them.

They must lift the 3 zeros and move forward.


One financial committee member said that the 50’s dinars are ready. He stated that the Kurdish and English language will be on them.

#1 – I don’t think we’ll see an increase in value in the month of August.

What about September? It could be any day … in my opinion.

As Frankie said … in September … that’s been 1 year since Abadi took over.

We might see the 50 dinar first – before the 100.

Would they let it come out at .85?

The IMF told them that they can’t be Article 8 compliant until they change their value.


FRANK: Excellent! To recap …

#1 - you are saying that the taxes and tariffs are in place.

#2 – in the month of August we will not see an RI or an RV because we don’t see any evidence.

They do have 1 domestic bond. The only way they can get one is if they have an account with the bank.

Let’s see what happens this month … see if they open an account to buy the bonds.

This is the 1st phase of the 5 billion bonds being sold.

We have an article … said we’ve seen the new note … which now waits in that long line.

The 2nd phase is the most important … a year later they will pay them back in USD.


DELTA: The 3 billion batch is what we are waiting for. Frank and I talked about 3 weeks ago about this. What is going to make people buy their bonds?

You see what they did inside Iraq. For them to make those domestic bonds attractive, they had to change the rate.

Why not sell for 1166 or 1200? Because no one would buy them.

If Iraq came out at .85 or 1 to 1 … that is not the true value. The true value is over 3.

Why should investors buy bonds from Iraq? They won’t at that rate.

The stock market in Iraq is going to jump like crazy … I think like 20 times.

3 billion worth of bonds is nothing.


FRANK:

5 billion is nothing.

They split that in 2 parts … 2 billion and 3 billion … in 5 minutes it would all be gone with an attractive rate.

The international world is waiting to buy the bonds.

The only reason why they sell bonds is to support your currency.

The CBI is so smart … not only are they lifting the 3 zeros from the citizens in Iraq … but on an international level … they will collect 3 zeros from outside international forces.

August 18th is around the anniversary that Abadi made that promise to the citizens.


DELTA:

We need the credit rating because no one is going to do business without bank records. Iraq must show they have good credit.

The only thing left is the currency reform.

We will not see an international rate without currency reform.


The GOI needs money. The currency has to be credible.

In my opinion … you will never see an international bond without the currency reform.


FRANK: Yes. Article 8 first before … international bonds.


The bonds are a start. I know we need Article 8. I know we need to lift the value. These bonds are a great push. We need to see the 3 zeros lifted.

Everything is waiting in the long-line. It is exciting to see all of the things waiting in that line.


DELTA: The IMF told Iraq a long time ago … they stated specifically … they will help Iraq … if they implement the tariffs and lifting the value of their currency.

If the CBI sells the
bonds fast … they could increase the value.

FRANK:
I could send some people who could buy those 2 billion in 5 minutes. LOL!


I like the fact that the WTO is excited!

The IMF … like Delta said … you get 2 things done and we’ll do anything for you.

#1 – protect your borders

#2 – increase the value of your currency


The citizens will get their purchasing power.

Is it possible … could I use my Iraqi dinars to buy the domestic bonds?


DELTA: Yes, if you have an account in Iraq.

FRANK: So I just have to buy them through an Iraq bank?

DELTA: Yes. Any citizen outside of Iraq … who has an account in Iraq … they could buy them … could buy them all in a day. If you have a Warka Bank account. They are not international yet.

FRANK: I see the IMF and the WTO going crazy right now. The customs … taxes … laws to protect their borders – that is a start to changing their rate. An article today said that this was the 3rd phase.

Many things are being set-up for the lifting of the 3 zeros.

The IMF said they had the green-light back in March.


DELTA:
For the IMF to give the emergency loans … they know what’s going on.

The last time the IMF changed their rate it was like 10 years ago on the 3rd or 4th.

Very good things to see. Let’s see what this month brings us!

The reason why I’m excited … it’s impossible to increase things with 20% taxes without increasing power of purchase.

Most Iraqi’s don’t even make $2 a day. Just imagine … all of the important things they buy … just imagine … it will be a disaster – not even counting inflation.

We know they are going out come out with the 50 dinar. All of these goodies … I’m so excited. We’ve been so patient over the years … but I’m very anxious to see what happens this September.


FRANK:

You know … inflation … if they messed with that … oh boy!

I’m excited too Delta.

Please … these are just our opinions.

I am pleased that they started the bonds. Gentlemen – start your engines!

It’s not going to take 45 days to sell these bonds.

DELTA: The heat issue is a joke. The 4 days off. So with all of that … the banks were open … but Parliament was closed? LOL!

The CBI … you know they make money on their auctions. That was a joke. The whole month of August it will be the same temperature. So why did they do that? It didn’t make any sense. We’ll see what’s going to happen. Something has to happen.

They must give power of purchase! When they increase the value … that helps the private sector and the market economy. When they increase the value … you’ll see Iraq go crazy! Investors will come in like crazy. Hillary told companies that if they weren’t already in Iraq – it was too late. It will power-up the economy. I’m very, very excited!


FRANK: The domestic is the start. The powering-up of their economy – good point Delta.

This is a test-run family!

2 billion is a test run of the value of the IQD!

I will stay in Hawaii in August.

I am going home in September and I look forward to breaking bread with you Delta in September.


DELTA: I look forward to it. God bless!

FRANK: What can I say … that would be so profound?

How about TA-DA!!!!

What can you do with 2 Billion for a country? It was a test-run.


Call ended in prayer


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