UPCOMING EVENTS
Clariane - 26Q1 Results Call, Time TBC
Clariane - 26Q1 Results Call, time TBC
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Intro, Capital and Legal Structure - 17 Oct 24

Industry and Company - 17 Oct 24

Model, Leases and Valuation - 17 Oct 24

Investment Discussion - 17 Oct 24

SARRIA News -INTU
Clariane - comment
Tomás Mannion
Clariane - comment
Tomás Mannion

A combination of volume growth and pricing improvements, particularly in Germany, enabled Clariane to report strong revenue and

Tomás Mannion
Tomás Mannion
Emeis - comment
Tomás Mannion

Emeis has announced the completion of its refinancing process, which began in November. The refinancing extends the Company’s debt

Tomás Mannion
Tomás Mannion
Clariane - comment
Tomás Mannion

It is remarkable what can be achieved with state support. Emeis, formerly Orpea and a peer of Clariane, announced this morning the

Tomás Mannion
Clariane - comment
Tomás Mannion
Clariane - comment
Tomás Mannion

Clariane released its Q3 revenue last night, showing further improvement in occupancy rates and therefore revenue. Revenue, on an organic basis, was

Tomás Mannion
Clariane - Viewed as two companies - Model Update - Positioning
Tomás Mannion
Clariane - Viewed as two companies - Model Update - Positioning
Tomás Mannion

Please find our updated analysis on Clariane here. 

We maintain that the best way to analyse Clariane is to construct a theoretical PropCo and OpCo structure, which enables greater clarity

Tomás Mannion