The SSNs are turning the screw over the crumbs being offered to the current shareholders at Ardagh Group (AG) in the restructuring. Inevitably, the equity
Read MoreThe company won’t be releasing results while in restructuring conversations with its stakeholders. It’s value vs. debt carrying capacity for
Read MoreThe roadblocks are falling one by one. Intrum’s settlement with the 2025 group has received US court approval. The company had
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In light of ongoing macro developments, we will be hosting a discussion on how we plan to rotate our book and position ourselves from here on out.
You are warmly invited to join us tomorrow, 8th April at 2:30 pm UK time | 10:00 am EST.
Read MoreOpening retail stores to capture more of the margin on shoes is logical. Nevertheless, virtually all of Birkenstock’s production is in
Read MoreAs tariffs continue to influence market dynamics, we've taken a comprehensive look across our coverage to highlight the names most likely to be affected. For full transparency, we've also included those that remain unaffected—it's just as important to understand where the impact isn't being felt.
The idea here is
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S&P view the reasonably generous offer to the SUNs as a distressed exchange and have lowered their rating to CCC-. We do not foresee
Read MoreThere are press reports that the company has hired Barclay’s to sell its Nordic business. The valuation of €730m that is circulating is
Read MoreThe deal is done. The New Bonds, amounting to only £280m and soon to be paid down to £275m, are to receive 9.874% coupon and will
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Graanul released its FY24 annual report yesterday but most of the numbers were already in its non-deal roadshow presentation in February. Despite
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OHLA has denied having a cash crisis. This makes more sense to us, given the liquidity available to the company at the time o
Read MoreThe price drops at ASDA are impacting the top line, but volumes will take time to rise. The figures are likely to be similar over the next
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Cerba Idea Pitch video is now live. You can find it on the Sarria website landing page and on the dedicated Cerba page.
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Antolin Idea Pitch video is now live. You can find it on the Sarria website landing page and on the dedicated Antolin page.
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