AMBAC Financial Group, Inc. http://www.alacrastore.com/company-snapshot/AMBAC_Financial_Group_Inc-1030547 26 Nov 2009 07:46:43 EST 1030547 AMBAC Financial Group, Inc. en AlacraStore RSS Builder 1.0 30 http://www.alacrastore.com/research/creditsights-Ambac_Financial_CFO_Resigns-9188791887cs/91887normWWTemplatejdicarloambacambac9188725 Nov 2009 03:12:38 ESTYes91887150CreditSights Incunited_statesunited_statesfinancial_servicesinsurancepc_insurancefinancial_servicesinsurancepc_insurancePublishedcompanies_withnvertiblesmonolinescompanies_withnvertiblesmonolinesWorthWatchingWorth Watching143 Ambac Financial: CFO Resigns Ambac Financial announced that Chief Financial Officer Sean Leonard resigned, effective Tuesday November ##, ####, to pursue other interests. The insurer said that Leonard's department heads will report...Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/research/moodys-global-credit-research-Moody_s_says_Ambac_s_commutations_boosted_its_regulatory_capital_but_no_material_changes_to_ratings_given_continued_uncertainty_of_its_capital_and_liquidity_position-CMT_0000516009CMT_0000516009moodys/CMT_0000516009html21 Nov 2009 12:24:22 ESThtmlAmbac Financial Group, Inc.Ambac Financial Group, Inc.252500252500150.000020 Nov 2009NewsIssuer CommentCGlobal Credit Research Issuer Comment ## NOV #### Issuer Comment: Ambac Financial Group, Inc. Moody's says Ambac's commutations boosted its regulatory capital, but no material changes to ratings given continued uncertainty of its capital...252500600010209600010704600022758600022801600022802600022803600022804600022806600022807600022809600044463600044464600062154600062155600062156600062157600065180600065181600065182600065183UNITED STATESINSURANCE252500Credit & Investment ResearchMoody's Global Credit Researchhttp://www.alacrastore.com/research/creditsights-Ambac_Financial_Executes_a_Pump_Fake-9158691586cs/91586normArticleTemplateAfter all the uncertainty around whether AAC would be in a negative statutory capital position , the company finally reported that a policyholders’ surplus position had tripled from the prior quarter to $856 million.cguttenplanjdicarlorhainesambacambac9158618 Nov 2009 11:10:28 ESTYes91586150CreditSights Incunited_statesunited_statesfinancial_servicesinsurancepc_insurancefinancial_servicesinsurancepc_insurancePublishedcompanies_withnvertiblesearningsmonolinesearningscompanies_withnvertiblesmonolinesEarningsNoteEarnings Note1488 Ambac Financial: Executes a Pump Fake After all the uncertainty around whether Ambac Assurance Corpoation would be in a negative statutory capital position as of September ##, the company finally reported that its policyholders' surplus...Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/research/creditsights-Ambac_Financial_Statutory_Results_Preview-9141391413cs/91413normArticleTemplateWhile Ambac’s statutory capital position could very well be in a deficit when numbers are released, we would note that regulators are likely to be predisposed towards any work out solution which could avoid the so-called 'nuclear' event.cguttenplanjdicarlorhainesambacambac9141316 Nov 2009 09:08:44 ESTYes91413150CreditSights Incunited_statesunited_statesfinancial_servicesinsurancepc_insurancefinancial_servicesinsurancepc_insurancePublishedcompanies_withnvertiblesmonolinescompanies_withnvertiblesmonolines Ambac Financial: Statutory Results Preview Ambac Financial is scheduled to report #Q## statutory results later in the day. Earlier this month when the company reported earnings, it did not disclose its estimated statutory capital...CompanyCommentCompany Analysis966Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/research/creditsights-Ambac_Financial_3Q09_Um_What_8217_s_Your_Stat_Cap-9087390873cs/90873normArticleTemplateAmbac did not release its quarterly financial supplement as it usually does in conjunction with its earnings release since the company has not finalized its statutory financial statements for the quarter.cguttenplanrhainesambacambac9087309 Nov 2009 11:52:02 ESTYes90873150CreditSights Incunited_statesunited_statesfinancial_servicesinsurancepc_insurancefinancial_servicesinsurancepc_insurancePublishedcompanies_withnvertiblesearningsmonolinescompanies_withnvertiblesearningsmonolinesEarningsNoteEarnings Note1451 Ambac Financial #Q##: Um, What’s Your Stat Cap? Ambac Financial reported #Q## net income of $#.# billion or $#.## per share as results reflected significant unrealized mark-to-market gains on credit derivatives and gains from...Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/research/creditsights-Positioning_for_a_Monoline_Distressed_Exchange-9079890798cs/90798normArticleTemplateThis is the transcript from our monoline presentation given by Rob Haines at the CreditSights Risk Behind the Rally conference in New York City.rhainesambacassured_guarantyfgicmbiasyncora_holdingsambacassured_guarantyfgicmbiasyncora_holdings9079809 Nov 2009 11:52:00 ESTYes90798150CreditSights Incfinancial_servicesinsurancefinancial_servicesinsurancePublishedmonolinesmonolinesTranscriptTranscript4054 Positioning for a Monoline Distressed Exchange This is the transcript from our monoline presentation given by Rob Haines at the CreditSights Risk Behind the Rally conference in New York City. Thank you for the introduction and thank...Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/storecontent/ccbn/B2517145B2517145ccbn/B2517145norm04 Nov 2009 03:07:00 EST2517145Edited Brief of ABK earnings conference call or presentation, 4-Nov-09 11:00am ETAmbac Financial Group54.0000EditedAmbac Financial Group Q3 2009 Earnings Conference Call SummaryABK11:00am ETBrief...Sean Leonard Ambac Financial Group - SVP and CFO David Wallis Ambac Financial Group - President & CEO Greg Raab Ambac Financial Group - Chief Risk Officer... Credit & Investment ResearchThomson StreetEventshttp://www.alacrastore.com/storecontent/ccbn/T2517145T2517145ccbn/T2517145norm04 Nov 2009 01:07:00 EST2517145Final Transcript of ABK earnings conference call or presentation, 4-Nov-09 11:00am ETAmbac Financial Group54.0000FinalAmbac Financial Group Q3 2009 Earnings Conference Call TranscriptABK11:00am ETTranscript...Sean Leonard Ambac Financial Group - SVP and CFO David Wallis Ambac Financial Group - President & CEO Greg Raab Ambac Financial Group - Chief Risk Officer... Credit & Investment ResearchThomson StreetEventshttp://www.alacrastore.com/storecontent/newstex/BW-0001-39425498BW-0001-39425498newstex/BW-0001-39425498xmlNewstex Inc.2005Ambac Financial Group, IncNewstex Inc.newstex.comnewstexBW-0001-39425498Business Wire0001Business WireBW1Newstex Inc.Business Wire110000001100800014000000140080000400000004016000040160180401604804016001040160030400600004006006040090000400900304 Nov 2009 09:25:04 EST1800000018004000180080001800100018020000190000001900100011/4/2009 Nov. #, #### (Business Wire) -- Ambac Financial Group, Inc. (NYSE: ABK) (Ambac) today announced third quarter #### net income of $#,###.# million, or net income of $#.## per diluted share. This compares to third quarter #### net loss...AMBAC FINANCIAL GROUP INCDavid W WallisABKNewsNewstexhttp://www.alacrastore.com/research/creditsights-The_Monoline_Endgame-8927689276cs/89276normArticleTemplateUnlike Syncora, both FGIC and CIFG no longer have a municipal book of business that can be used as currency to facilitate commutations with structured finance counterparties.cguttenplanrhainesambacassured_guarantyfgicmbiasyncora_holdingsambacassured_guarantyfgicmbiasyncora_holdings8927628 Sep 2009 11:09:01 ESTYes89276150CreditSights Incfinancial_servicesinsurancefinancial_servicesinsurancePublishedmonolinesmonolinesSectorCommentSector Article1799 The Monoline Endgame We recently met with the New York insurance regulators and discussed the financial guaranty sector. Specifically, we engaged in a discussion regarding possible restructuring scenarios for several of the more troubled...Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/research/creditsights-Ambac_Financial_Swaps_to_be_Terminated-8895788957cs/88957normWWTemplatejdicarloambac8895717 Sep 2009 11:09:00 ESTYes88957150CreditSights Incunited_statespc_insurancefinancial_servicesinsurancePublishedmonolinescompanies_withnvertiblesWorthWatchingWorth Watching145 Ambac Financial: Swaps to be Terminated Ambac Financial may have six of its swaps terminated by Miami-Dade County, Fla., according to the Bond Buyer. County commissioners authorized the termination of the Ambac insured swaps and the...Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/research/creditsights-Ambac_Financial_2Q09_Tearsheet-8864188641cs/88641normTearsheetTemplaterhainesjdicarloambac8864110 Sep 2009 10:10:02 ESTYes88641150CreditSights Incunited_statespc_insurancefinancial_servicesinsurancePublishedmonolinescompanies_withnvertiblesTearsheetTearsheet694 Ambac Financial #Q## Tearsheet As we had suspected, its plan to jumpstart Everspan is dead in the water. As a result, we suspect it will go into run-off after which we would expect to see capital steadily erode. Ambac had its counterparty...Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/research/creditsights-Ambac_Sues_California_s_Bay_Area_Toll_Authority-8822488224cs/88224normWWTemplatecguttenplanambac8822424 Aug 2009 03:08:00 ESTYes88224150CreditSights Incunited_statespc_insurancefinancial_servicesinsurancePublishedmonolinescompanies_withnvertiblesWorthWatchingWorth Watching138 Ambac: Sues California's Bay Area Toll Authority Ambac sued California's Bay Area Toll Authority, claiming the agency paid it too little to terminate $#.# billion of swaps after the company's credit rating fell to junk, according to...Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/research/creditsights-Assured_Guaranty_Structured_Book_Stress_Test-8811188111cs/88111normArticleTemplateWe stressed the structured finance portfolio of Assured Guaranty/FSA. Based on the analysis, we can conclude that AGO-FSA is in a much stronger position than its counterparts MBIA and Ambac and is viable ongoing concern.rhainescguttenplanassured_guarantymbiaambacbm8811120 Aug 2009 03:08:53 ESTYes88111150CreditSights Incunited_statesnorth_america_otherfinancial_servicesinsurancepc_insurancePublishedmonolinesCompanyCommentCompany Article1097 Assured Guaranty: Structured Book Stress Test We stressed the structured finance portfolio of Assured Guaranty/FSA to come up with an independent analysis of the entity's solvency. Based on the analysis, we can conclude that AGO-FSA...Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/research/creditsights-Ambac_Structured_Book_Stress_Test-8778787787cs/87787normArticleTemplateWe stressed the structured finance portfolio of Ambac to come up with an independent analysis of the entity's solvency. Our conclusion from our stress test is that Ambac may run out of capital sometime in 2013, according to our base case.rhainescguttenplanjdicarloambac8778711 Aug 2009 11:08:00 ESTYes87787150CreditSights Incunited_statesfinancial_servicesinsurancepc_insurancePublishedmonolinescompanies_withnvertiblesCompanyCommentCompany Article1219 Ambac: Structured Book Stress Test We stressed the structured finance portfolio of Ambac Assurance Corp. to come up with an independent analysis of the entity's solvency. Our conclusion from our stress test is that Ambac may run out...Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/research/creditsights-Ambac_2Q09_Pulls_a_Skunk_out_of_a_Hat-8765987659cs/87659normArticleTemplateWhile Ambac was able to win a contingency reserve release from regulators, it is tough to see how the company would be able to survive another bad quarter with qualified statutory capital of only $495 million at quarter-end.rhainescguttenplanjdicarloambac8765910 Aug 2009 03:09:00 ESTYes87659150CreditSights Incunited_statesinsurancepc_insurancefinancial_servicesPublishedearningsmonolinescompanies_withnvertiblesEarningsNoteEarnings Note1887 Ambac #Q##: Pulls a Skunk out of a Hat? Ambac Financial reported a #Q## net loss of $#.# billion or $#.## per share, compared to net income of $### million or $#.## per share in #Q##. Results reflected higher loss and loss expenses...Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/storecontent/ccbn/B2352112B2352112ccbn/B2352112norm07 Aug 2009 02:09:00 EST2352112Edited Brief of ABK earnings conference call or presentation, 7-Aug-09 11:00am ETAmbac Financial Group54.0000EditedAmbac Financial Group Q2 2009 Earnings Conference Call SummaryABK11:00am ETBrief...Arun Kumar JPMorgan - Analyst Darin Arita Deutsche Bank - Analyst Donna Halverstadt Goldman Sachs - Analyst OVERVIEW... Credit & Investment ResearchThomson StreetEventshttp://www.alacrastore.com/storecontent/ccbn/T2352112T2352112ccbn/T2352112norm07 Aug 2009 01:07:00 EST2352112Final Transcript of ABK earnings conference call or presentation, 7-Aug-09 11:00am ETAmbac Financial Group54.0000FinalAmbac Financial Group Q2 2009 Earnings Conference Call TranscriptABK11:00am ETTranscript...Arun Kumar JPMorgan - Analyst Darin Arita Deutsche Bank - Analyst Donna Halverstadt Goldman Sachs - Analyst P R E S E N T A T I O N... Credit & Investment ResearchThomson StreetEventshttp://www.alacrastore.com/storecontent/moodys/PR_184048_600022758PR_184048_600022758moodys/PR_184048_600022758html30 Jul 2009 04:40:15 ESThtmlAmbac Assurance UK LimitedAmbac Assurance CorporationAmbac Financial Group, Inc.Ambac Assurance Corporation; Ambac Assurance UK Limited; Ambac Financial Group, Inc.600022758600010209252500150.000029 Jul 2009NewsRating ActionCGlobal Credit Research Rating Action ## JUL #### Rating Action: Ambac Assurance UK Limited Moody's downgrades Ambac to Caa#; outlook is developing New York, July ##, #### -- Moody's Investors Service has downgraded to Caa# from Ba#...Credit & Investment ResearchMoody's Global Credit Researchhttp://www.alacrastore.com/research/creditsights-Can_Monolines_Gets_their_Groove_Back-8672686726cs/86726normArticleTemplateTopics include our thesis why most major monolines are headed to run-off or liquidation, insurance law and its implications, our expectations for the muni market, and who is likely to capitalize on the carnage.rhainessyncora_holdingsmbiafgicambacassured_guaranty8672624 Jul 2009 10:09:00 ESTYes86726150CreditSights Incinsurancefinancial_servicesPublishedmonolinesTranscriptTranscript4830 Can Monolines Gets their Groove Back? Topics addressed in this webcast include:   Our thesis why most major monolines (with the exception of AGO/FSA) are headed to run-off or liquidation Insurance law and its implications for bondholders...Credit & Investment ResearchCreditSights