UPCOMING EVENTS
Ardagh Metal Packaging - 26Q1 Conference Call
Ardagh Group - 26Q1 Conference Call
 
 

SHORT Idea - video

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- 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
Ardagh Group - Looking Forward - Model update
Aengus McMahon
Ardagh Group - Looking Forward - Model update
Aengus McMahon

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

Aengus McMahon
Ardagh Glass - comment
Aengus McMahon
Ardagh Glass - comment
Aengus McMahon

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

Aengus McMahon
Aengus McMahon
Ardagh Group - comment
Aengus McMahon

The ARD Finance litigation in New York continues; PIK holders are seeking to prevent the Ch 15 filing of ARD Finance. PIK holders are being

Aengus McMahon
Wolfgang Felix
Ardagh - comment
Wolfgang Felix

The CDDC voted for its own survival when it determined that Ardagh had triggered a credit event

Wolfgang Felix
Aengus McMahon
Ardagh Metal Packaging - comment
Aengus McMahon

The delisting of the AMP warrants will not prevent trading. The warrants, which expire in August 2026, have a strike

Aengus McMahon