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sarria GERMAN RE OVERVIEW

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Legal and Cap Structure 05/01/22

Description 05/01/22

Assets 05/01/22

Investment Discussion 05/01/22

German Real Estate

 
SARRIA News -INTU
Aengus McMahon
Accentro - comment
Aengus McMahon

The departure of Dr Nedim Cen indicates the initial restructuring is now complete, and the bonds should be marked

Aengus McMahon
Aengus McMahon
Accentro - comment
Aengus McMahon

The rationale behind Michael Hintze’s fund taking 15.8% of Accentro isn’t immediately clear. The purchase is via Deltroit Directional Opportunities Master fund,

Aengus McMahon
Aengus McMahon
Accentro - comment
Aengus McMahon

The restructuring is finally complete, after the abortive attempts to leave existing shareholders driving the bus. The next step will be

Aengus McMahon
Aengus McMahon
Accentro - comment
Aengus McMahon

The SSN holders ended up with 86.6%, and five of those SSN holders now have 68% of the equity. Ownership of the SSNs was

Aengus McMahon
Aengus McMahon
Accentro - comment
Aengus McMahon

The increase in Adler’s ownership is part of the Restructuring plan, so it was expected. Adler will not be able to outvote the

Aengus McMahon