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UPCOMING EVENTS
 
 
sarria live model
sarria analysis
corporate filings

- 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

 
SARRIA News -INTU
Wolfgang Felix
Antolin - comment
Wolfgang Felix

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

Wolfgang Felix
Wolfgang Felix
Antolin - comment
Wolfgang Felix

Why absolute priority does not mean you get equity is the result of some clever engineering in the RP. Bondholders remain unimpaired if

Wolfgang Felix
Wolfgang Felix
Antolin - comment
Wolfgang Felix

The deal communicated yesterday is more comprehensive than last week’s press rumours suggested. As predicted, the banks have harmonised terms and

Wolfgang Felix
Wolfgang Felix
Antolin - comment
Wolfgang Felix

The Spanish newspaper El Confidencial reports that the company has received support from its banks to refinance and extend maturities

Wolfgang Felix
Antolin - Class Wars - Model Update
Wolfgang Felix
Antolin - Class Wars - Model Update
Wolfgang Felix

Please find our updated analysis of Antolin here.

Advisors are hired, and bonds are somehow organised, but have not yet heard from Houlihan. We have always said that this is one of those cases where pari passu creditors may not end up pari passu. But a deeper legal analysis has sharpened our

Wolfgang Felix