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UPCOMING EVENTS
Lowell 25Q3 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 a few seconds, the video quality improves.

 

Intro, Cap and Legal Structure - 9 Nov 23

Industry and Company - 9 Nov 23

ERC Book - 9 Nov 23

Collection, Acceleration, Cash EBITDA - 9 Nov 23

Valuation and Investment Discussion - 9 Nov 23

 
sarria news - Lowell
Lowell - comments
Wolfgang Felix
Lowell - comments
Wolfgang Felix

The deconsolidation of Wolf IV is now visibly cascading through the financials, but on a net basis the ultimate change in cash was on par with

Wolfgang Felix
Lowell - comment
Wolfgang Felix
Lowell - comment
Wolfgang Felix

Fundamentally, Lowell’s Q425 is of course, not far off projections this morning. This business doesn’t move erratically. The Wolf IV deconsolidation is

Wolfgang Felix
Lowell - comment
Wolfgang Felix
Lowell - comment
Wolfgang Felix

Better than we thought. Lowell has dropped Nordic assets into a new SPV, financed by a €200m ABS Receivables Facility, which has been

Wolfgang Felix
Lowell - More Trick than Treat - How the Halloween Scenario works.
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Lowell - More Trick than Treat - How the Halloween Scenario works.
Wolfgang Felix

Please find our updated analysis of Lowell here. 


Having long collected debts on either side of its balance sheet, Lowell now seems to collect restructurings. The currently rumoured LME seems only

Wolfgang Felix
Wolfgang Felix
Lowell - comment
Wolfgang Felix

It’s going faster than we thought. As per our previous note, hiring Teneo was never going to be about a routine business forecast. We understand the

Wolfgang Felix