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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
Pasubio - comment
Tomás Mannion
Pasubio - comment
Tomás Mannion

Pasubio’s Q2 results are unlikely to have any meaningful impact on trading levels, following the refinancing of the bonds earlier this quarter. Q2 revenue of

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Tomás Mannion
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

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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

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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

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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

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Tomás Mannion