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UPCOMING EVENTS
 
Ardagh Group 26Q1 Results Call
Ardagh AMP 25Q3 Results Call
 

SHORT Idea - video

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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, 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

 
SARRIA News -INTU
Wolfgang Felix
Ardagh - comment
Wolfgang Felix
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Wolfgang Felix
Tomás Mannion
Ardagh - comment
Tomás Mannion

Ardagh’s latest development is negative for the bonds, with a Luxembourg court temporarily blocking Ardagh Holdings from proceeding with

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Tomás Mannion
Aengus McMahon
Ardagh Group - comment
Aengus McMahon

The excess proceeds tender from Ardagh will see the SSNs and 2nd Liens slightly firmer. The purchase was expected, so

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Aengus McMahon
Aengus McMahon
Ardagh Group
Aengus McMahon

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

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Aengus McMahon
Aengus McMahon
Ardagh Group - comment
Aengus McMahon

The management changes are supportive of the bonds. The structure reflects a break with the old regime, indicating that Ardagh is

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Aengus McMahon