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- 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 - 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

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

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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

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Wolfgang Felix
Lowell - comment
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Sky News are reporting that Lowell has hired Teneo to forecast its financials - not the sort of thing one hires Teneo for, only months after the restructuring. Fundamentally,

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Lowell - comment
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Lowell - comment
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As the dust is settling, we are most occupied with the idea that a smaller business should succeed in servicing the same interest burden that the

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