Summary Block
This block has no content yet. Items you add to the page connected to this block will display here.
UPCOMING EVENTS
Cerba 26Q1 Results Call
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 - 22 Apr 24

Sector, Business - 22 Apr 24

Drivers & Model - 22 Apr 24

Investment Discussion - 22 Apr 24

 
Featured
Cerba - comment
Tomás Mannion
Cerba - comment
Tomás Mannion

With the senior debt locked up and the company having entered a mandat ad hoc procedure, the Q1 numbers are irrelevant. There were numerous

Tomás Mannion
Cerba - Still Waiting At The Starting Line - Model Update
Tomás Mannion
Cerba - Still Waiting At The Starting Line - Model Update
Tomás Mannion

Please find our updated analysis on Cerba here.

With a large advisory roster ready to accrue fees, negotiations on the Cerba restructuring are about to begin. The outcome was inevitable and should have

Tomás Mannion
Tomás Mannion
Cerba - comment
Tomás Mannion

Cerba HealthCare announced its intention to open two mandat ad hoc procedures at both the operating company and top holding

Tomás Mannion
Cerba - comment
Tomás Mannion
Cerba - comment
Tomás Mannion

Cerba investors remain at the starting line for an inevitable restructuring as the Company publishes Q4 and FY25 results that ignore the

Tomás Mannion
Tomás Mannion
Cerba - comment
Tomás Mannion

Lawyers and financial advisers are already sharpening their pencils ahead of a restructuring proposal at Cerba. Anyone familiar with our analysis will recognise that

Tomás Mannion