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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 and Cap Structure - 2 Jul 25

Company & Industry - 2 Jul 25

Model - 2 Jul 25

Legal & Ownership Structure - 2 Jul 25

Investment Discussion - 2 Jul 25

 
SARRIA News -INTU
Biogroup - comment
Tomás Mannion
Biogroup - comment
Tomás Mannion

Our projections were broadly accurate, with revenue €7m higher and EBITDA €4m higher than reported. However, we continue to find

Tomás Mannion
BioGroup - All eyes on the shareholders - Model Update
Tomás Mannion
BioGroup - All eyes on the shareholders - Model Update
Tomás Mannion

Please find our updated analysis on BioGroup here.

Given the spread widening during the Summer, we have re-visited the investment case for a long trade. The sub bonds are attractive, and given that

Tomás Mannion
Tomás Mannion
BioGroup - comment
Tomás Mannion

BioGroup shareholders have informally appointed Centerview Partners to explore options for an exit. This appears to be at the

Tomás Mannion
Biogroup - comment
Tomás Mannion
Biogroup - comment
Tomás Mannion

The new format of HY conference calls, which gives preference to typed questions rather than live telephone inquiries, has resulted in

Tomás Mannion
BioGroup - comment
Tomás Mannion
BioGroup - comment
Tomás Mannion

BioGroup released its Q2 results yesterday. However, with minimal commentary provided in the announcement and the earnings call not

Tomás Mannion
Tomás Mannion
Biogroup, Cerba, Clariane - comment
Tomás Mannion

One of the sources of the turmoil in French politics is the 2026 Budget and the debt reduction plans used to narrow France’s deficit from its current

Tomás Mannion
BioGroup Live Discussion is now available on the website
Martha Felix
BioGroup Live Discussion is now available on the website
Martha Felix

BioGroup Live Discussion is now available on Biogroup’s page, here.

Martha Felix
BioGroup - Having done the cashflows
Tomás Mannion
BioGroup - Having done the cashflows
Tomás Mannion

Please find our initiation on BioGroup here. 

Many of you have asked us to look at BioGroup following our detailed analysis on Cerba. Although BioGroup operate and is subject to

Tomás Mannion