SHORT Idea - video
- 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, Cap and Legal Structure - 5 Mar 24
Description of Divisions - 5 Mar 24
Cash Flow and Valuation - 5 Mar 24
Value Leakage - 5 Mar 24
Investment Discussion - 5 Mar 24
The attached article is a good summary of the challenge facing Ardagh Glass. We have said for some time that part of the drops are
The management changes are supportive of the bonds. The structure reflects a break with the old regime, indicating that Ardagh is
Operational results were broadly in line with company guidance, so the bonds should be slightly higher. Given its liquidity of
Please find our updated analysis here.
The recapitalisation closed in Q4, and Ardagh Group can now start to look to the future. The large restructuring costs are behind it, but
The Ardagh Group is moving beyond the restructuring story it has been for two years. AMP stock is up on the day, which is good news for