LONG/SHORT Idea
- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - after one minute video becomes high-resolution.
Intro, Capital and Legal Structure - 20 Mar 24
Industry, Economics - 20 Mar 24
Business & Transformation - 20 Mar 24
Refi Dynamics - 20 Mar 24
Investment Discussion - 20 Mar 24
Ceasefire at Antolin. A SteerCo that was willing to let winding-up petitions run, litigate the ICA in the English High Court and press ahead with
Resistance is futile... With acceptance deadlines behind us, Antolin has applied to the Bankruptcy Court of the Southeast District of New York to
We had expected a little more engagement from the '30s. After all, this is their chance to draw even with the 28s in the next
Why absolute priority does not mean you get equity is the result of some clever engineering in the RP. Bondholders remain unimpaired if
The deal communicated yesterday is more comprehensive than last week’s press rumours suggested. As predicted, the banks have harmonised terms and