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Subject:  Re: NM Q3 Date:  11/21/2012  9:50 PM
Author:  Kisei Number:  2782 of 3766


Special Ops unfortunately got burned with 2 shipping investments -- GMR (I think there was a misunderstanding of the deal that Oaktree had done with GMR ahead of this investment) and TEU. I dont know if they are considering any more at the moment. Ping me if you want some color.
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