Summary Block
This block has no content yet. Items you add to the page connected to this block will display here.
UPCOMING EVENTS
Pasubio 26Q1 Results Call.m4a
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.

 

Capital Structure - 30 Sep 25

Fundamentals - 30 Sep 25

Valuation - 30 Sep 25

Recap - 30 Sep 25

Investment Discussion - 30 Sep 25

 

Presentation

 
SARRIA News -INTU
Wolfgang Felix
Pasubio - comment
Wolfgang Felix

We got it wrong and are closing out our 3% short position in Pasubio. The various non-deal roadshows did end up producing a deal that's in

Wolfgang Felix
Tomás Mannion
Pasubio - comment
Tomás Mannion

Pasubio continues its efforts to refinance its 2028 bonds, with BofA and Goldman Sachs sounding out investors on a new

Tomás Mannion
Pasubio - Non-Deal Roadshow Options - Model Update
Tomás Mannion
Pasubio - Non-Deal Roadshow Options - Model Update
Tomás Mannion

Please find our updated analysis on Pasubio post its Q1 results and non-deal roadshow here.

Pasubio, via Bank of America and Goldman Sachs, are holding a non-deal roadshow in London on Tuesday and Wednesday this week. This has

Tomás Mannion
Pasubio - comment
Tomás Mannion
Pasubio - comment
Tomás Mannion

Pasubio’s P&L came in line with our expectations, while cash flow exceeded our forecasts for many factors. Importantly, the core rationale for

Tomás Mannion
Tomás Mannion
Pasubio - comment
Tomás Mannion

We have repeatedly highlighted a high probability of a near-term downgrade at Pasubio, and Moody’s has now obliged,

Tomás Mannion