Stonegate - Half Time

We will be holding Stonegate Live Discussion on Thursday, 3rd April at 3 PM UK | 10 AM EST. For more information, please contact info@sarria.co.uk.

We are doing the unpopular thing and are weighing what we’ve observed so far against the promises that were made for the refinancing. In doing so, we are mindful of the likely timing of the implementation of the measures, but it does provide us with useful background on which to form our expectations for 2025. Coupled with a re-build of our so far very successful model, we are basing our decision on a mix of collateral, legal structure, cashflows and the trends we are expecting for each format.