Summary Block
This block has no content yet. Items you add to the page connected to this block will display here.
UPCOMING EVENTS
 
 
Antolin 25Q3 Results Call.m4a
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
Antolin Idea Pitch Video Now Available
Wolfgang Felix
Antolin Idea Pitch Video Now Available
Wolfgang Felix

The Antolin Idea Pitch video is now available.
You can find the video on the Sarria website landing page as well as on Antolin's dedicated page.

Wolfgang Felix
Antolin - comment - Positioning for 28's↑ 30's↓
Wolfgang Felix
Antolin - comment - Positioning for 28's↑ 30's↓
Wolfgang Felix

We have unwound our Long/Short 30s/28s position for 61.5/63 and will be looking at potentially the inverse strategy going into the business end of

Wolfgang Felix
Antolin - comment
Wolfgang Felix
Antolin - comment
Wolfgang Felix

Liquidity is stronger than modelled following the Indian sale closed in January. Cash stands at €314m, although credit lines remain largely

Wolfgang Felix
Antolin - comment
Wolfgang Felix
Antolin - comment
Wolfgang Felix

The company reports a rise in orders and beat our expectations for the year-end, both on revenue and EBITDA. However, the latter was partially

Wolfgang Felix
Wolfgang Felix
Adler Pelzer, Antolin - comment
Wolfgang Felix

The Apolo acquisition (agreed) of Forvia’s interiors business is insightful. Forvia (Faurecia) is struggling with its margins, like most

Wolfgang Felix