Octus Podcast Network - Podcast Details

Shows

People You Should Know EP 02 | Kent Collier on Building OctusJenny Bain sits down with Kent Collier not the CEO, not the founder, but the person. In his most personal conversation yet, Kent opens up about the weight of building Octus, the legacy of his parents, what he’s still learning as a father, and why he hasn’t taken an out-of-office in over a decade. He shares what drives him, what haunts him, and why making music might be the only thing that helps him slow down. This is the Kent most people don’t get to meet. The man behind the product, the pressu...

2025-06-0455 min

Octus Radio Foundever AI Risks; Zenith Analysis; European Sustainability-Linked DebtWelcome to the EMEA Core Credit Weekly podcast by Reorg. This episode covers: The risks U.S. call center operator Foundever faces from AI advancements An analysis of vehicle outsourcing firm Zenith Recent changes in European sustainability-linked loans and bonds We value your feedback to help us improve the podcast experience. Please take a moment to complete this short survey and let us know how we’re doing. Credits mentioned in this episode include Foundever and Zenith For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Re...

2024-06-0414 min

Octus Radio Kloeckner Refinancing, Petrofac Debt, and Market HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: The challenges facing plastics packaging group Kloeckner Pentaplast ahead of its planned refinancing; The latest developments at oil and gas firm Petrofac following its market update earlier this week; and The primary market, with a roundup of action that’s taken place since last week. Reorg is always looking for feedback to help us improve the podcast experience. Please take a moment to complete this short survey and let us know how we’r...

2024-04-3013 min

Octus Radio Heimstaden Bostad’s Planned Equity Raise; OQ Chemicals Update; Primary Market HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -The challenges facing Heimstaden Bostad, ahead of its first-quarter earnings release; -A rally in German chemicals producer’s OQ Chemicals’ term loans; and -The primary market, with a roundup of action that’s taken place since last week. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/ Sign up...

2024-04-2310 min

Octus Radio Intrum Restructuring; OQ Chemicals Refi; Primary Market HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: The latest developments regarding Swedish debt collector Intrum’s restructuring; OQ Chemicals’ own refinancing risks, after its parent company withdrew planned equity support; and The primary market, with a roundup of action that’s taken place since last week. Reorg is always looking for feedback to help us improve the podcast experience. Please take a moment to complete this short survey and let us know how we’re doing. We're looking for feedback t...

2024-04-0912 min

Octus Radio Reorg Special Podcast: Altice France - Creditors Mobilize as Drahi Tries to Wield the StickListen now: https://go.reorg-research.com/reorg-special-podcast-altice-france Altice France’s attempt to fix its capital structure through potential discounted buybacks is threatening to spiral out of control. The slide in the group’s unsecured bonds on the back of management’s likely intentionally bearish investor call galvanized investors into organizing, with two groups forming, raising the potential for creditor-on-creditor violence. In the podcast, we discussed the market reaction after last week's earnings call and Reorg’s view on management’s guidance and Altice France’s valuation. We also explain how asset drop-downs are permitted under the terms of the bonds and the impl...

2024-03-2701 min

Octus Radio Egypt’s Sovereign Debt; Europe’s Care Homes Sector Challenges; Primary Market HighlightsRelevant Reports: EMEA Primary Market Wrap 2023: https://go.reorg-research.com/emea-primary-market-2023-full-year-wrap Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Egypt’s local-currency sovereign debt instruments after last week’s rate hike; -Europe’s care homes sector after a challenging 2023 for operators; and -The primary market, with a roundup of action that’s taken place since last week. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more infor...

2024-03-1214 min

Octus Radio Aggregate High Court Ruling; Seqens Earnings Under the Microscope; Primary HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -The latest results from French specialty chemical producer Seqens; -The English High Court declines to sanction Aggregate’s latest restructuring plan; and -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For mo...

2024-03-0511 min

Octus Radio Egypt’s Sovereign Debt Situation; GHD Underperformance; Primary Market HighlightsRelevant Reports: European Sustainability Linked Bonds and Loans Wrap - https://go.reorg-research.com/european-sustainability-linked-bonds-and-loan-wrap-2023 Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Underperforming German nursing home care provider GHD; -The likelihood of an Egyptian sovereign default; and -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here...

2024-02-2714 min

Octus Radio Inter Milan’s Loan Talks; McDermott Sanction Trial Update; Primary Market HighlightsRelevant Reports: EMEA Leveraged Loans Wrap 2023: https://go.reorg-research.com/reorg-emea-leveraged-loans-wrap-2023 EMEA High-Yield Bonds Wrap 2023: https://go.reorg-research.com/european-high-yield-bonds-wrap-2023 Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Italian football club Inter, as owner Suning Group looks to extend its loan with Oaktree; -McDermott’s ongoing restructuring process; and -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for fe...

2024-02-2011 min

Octus Radio Intrum Slides Into Distress; Ardagh Upcoming Maturities; Altice’s Deleveraging Push; PrimaryRelevant Reports: -EMEA Leveraged Loans Wrap: https://go.reorg-research.com/reorg-emea-leveraged-loans-wrap-2023 -EMEA High Yield Bonds Wrap: https://go.reorg-research.com/european-high-yield-bonds-wrap-2023 Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Swedish debt collector Intrum, as its notes continue to slide downwards; -Ardagh Group and its own looming debt maturities; -The latest developments in Altice’s ongoing deleveraging plans; and -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, reques...

2024-02-1419 min

Octus Radio Isabel Marant’s Bond Slides; Hurtigruten, United Group RefinanceRelevant Reports: European Direct Lender Rankings FY23: https://go.reorg-research.com/reorg-european-direct-lender-rankings 2023 CEEMEA Credit Wrap: https://go.reorg-research.com/ceemea-credit-wrap-2023 Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Why French luxury fashion retailer Isabel Marant’s senior secured notes caught the attention of hedge funds. -And Norwegian cruise ship operator Hurtigruten is working to refinance its €285 million senior secured notes due 2025 with a new private debt instrument. -European telecoms provider United Group recently tapped the primary market to refinance existing debt. ...

2024-01-3011 min

Octus Radio Atalian Refinancing; Adler’s Restructuring Plan Hits a Snag; Primary WrapRelevant Reports: European Direct Lender Rankings FY23: https://go.reorg-research.com/reorg-european-direct-lender-rankings Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Atalian’s recently announced refinancing plan; -Adler’s planned restructuring process; and -Reorg’s 2023 EMEA primary market wrap. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and webi...

2024-01-2414 min

Octus Radio 2023 European High Yield Bonds Wrap; EMEA Schemes and Part 26A; SBB in Focus; Primary HighlightsRelevant Reports: EMEA Schemes/26A Wrap 2023: https://go.reorg-research.com/emea-schemes-26a-wrap-2023 ⚖️ EMEA Restructuring Wrap 2023: https://go.reorg-research.com/emea-restructuring-wrap-2023 📈 Gaming Sector Review: https://go.reorg-research.com/gaming-sector-review-2023 📊 Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Reorg’s 2023 European High Yield Bonds Wrap and EMEA Schemes and Part 26A Wrap; -Swedish landlord SBB’s mounting liquidity concerns; and -The primary market, with a roundup of action that’s taken place this week. If you are not a Reorg subscriber, request access here: go.re...

2024-01-1621 min

Octus Radio Global Gaming Sector Review; The Rise of Continuation Funds; Primary HighlightsRelevant Reports: Gaming Sector Review: https://go.reorg-research.com/gaming-sector-review-2023 📊 EMEA Restructuring Wrap 2023: https://go.reorg-research.com/emea-restructuring-wrap-2023 📈 Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Reorg’s inaugural review of the global gaming sector; -The primary market, with a roundup of action that’s taken place so far in 2024; and -The rising use of continuation funds in private credit. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast...

2024-01-0912 min

Octus Radio Global Auto Industry Overview; Challenges Facing Germany’s GHD; PrimaryEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Reorg’s newly launched Global Auto Sector Quarterly; -Challenges facing German homecare provider GHD ahead of its 2026 maturities; and -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our...

2023-12-1917 min

Octus Radio Synlab’s New 2031s Sponsor-Friendly Flexibilities; Debt Collector Sector Review; Primary HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Our primary analysis of German medical diagnostics provider Synlab, which is marketing fixed rate senior secured notes due Jan. 31, 2031 to back its acquisition by Cinven; -Reorg’s review into the debt collector sector, examining a business model under strain due to rising funding costs and fewer discounted portfolios for sale by banks; and -The primary market, with a roundup of what’s taken place since last week. If you are not a Reorg...

2023-12-1213 min

Octus Radio 2023 Restructuring Wrap; Petrofac Looks to Boost Balance Sheet; Primary HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Key Restructuring Trends of 2023, in comparison with 2022, using data from Reorg’s own Restructuring Database; -United Arab Emirates-based oil and gas contractor Petrofac, which is examining strategic and financial options to strengthen its balance sheet; and -The primary market, with a roundup of what’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experi...

2023-12-0518 min

Octus Radio Italian Telcos Open Fiber, Eolo Struggle; J. Crew Blocker Trends; Primary HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Why Italian Telecom companies Open Fiber and Eolo are gaining the attention of distressed investors and restructuring advisors; -J.Crew Blocker Trends in European high-yield bonds; -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Re...

2023-11-2813 min

Octus Radio Lipton Teas and Infusion; Arxada Developments; Primary HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: Recent developments at Arxada, as the Swiss chemicals company’s notes trade at distressed levels; Global tea business Lipton Teas and Infusion, formerly known as Ekaterra; The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reor...

2023-11-1410 min

Octus Radio Signa Development; Distress in the Private Credit Market; Primary HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Austrian real estate company Signa Development, as the company faces liquidity issues; -Reorg’s newly-launched Direct Lending Stress Monitor; and -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more inform...

2023-11-0711 min

Octus Radio London Credit Seminar Preview; Oriflame Developments; Primary HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Reorg’s London Credit Seminar, taking place this Thursday, Nov. 2; -Swedish cosmetics group Oriflame and its plans to stem ongoing decline; -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more i...

2023-10-3110 min

Octus Radio The ‘New Normal’ for the Primary Market; Atos Priming ConcernsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Bondholder priming concerns surrounding French IT firm Atos; -The “new normal” in the primary market and other trends, ahead of Reorg’s Nov. 2 London Credit Seminar; and -A roundup of the latest primary action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_po...

2023-10-2412 min

Octus Radio European Private Credit; Cash-Burning OGF; IMF-World Bank Annual Meetings; Primary HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Reorg’s European private credit breakfast event, which took place last week at London’s Biltmore Hotel; -French funeral services group OGF, ahead of what could be a challenging refinancing next year; -Key takeaways from last week’s World Bank-IMF annual meetings; and -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're look...

2023-10-1715 min

Octus Radio Accell Group’s Bike Stock Woes, Demire Bondholders Hire Advisors, Primary Market HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Dutch bicycle group Accell, and its recent issues with bicycle inventories; -German commercial real estate company Demire, recent bondholder movements and its upcoming 2024 debt maturities; -The primary market, with a roundup of action that has taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Re...

2023-10-1008 min

Octus Radio Tom Tailor Upcoming Maturities; DTEK’s Consent Solicitation Challenged; Primary HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -German retailer Tom Tailor, following reports the company appointed Rothschild to advise on options to deal with its 2024 debt maturities; -Ukrainian energy company DTEK Energy, which is facing a challenge to a recent consent solicitation; and -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podc...

2023-10-0310 min

Octus Radio Funds, Advisors Monitor Oriflame Over Liquidity Concerns; IPEM Conference Takeaways; PrimaryEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Swedish-Swiss beauty product business Oriflame, which has attracted the attention of advisors and investors after its liquidity position deteriorated following a weak first-half performance. -Key takeaways from the IPEM conference in Paris last week, where attendees discussed how inflation and high rates have limited M&A transactions. -In the primary market this past week issuers have been keen to take advantage of good market conditions and pent-up demand from investors to tighten pr...

2023-09-2610 min

Octus Radio Ideal Standard Reap Benefit of Sharing the Upside; PGS, TGS Merger; Primary HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Belgian bathroom products manufacturer Ideal Standard’s recently completed Exchange Offer, Consent Solicitation and Scheme Solicitation; -The merger of Norwegian seismic exploration companies PGS and TGS, which will trigger a change of control under PGS’s 13.5% 2027 bonds, giving creditors a put option at 101. -Key highlights from the primary market, where pricing tightens on strong credits as rising supply seeks to meet pent up investor demand, while challenging deals falter. If you are not a...

2023-09-2015 min

Octus Radio Ideal Standard Reap Benefit of Sharing the Upside; PGS, TGS Merger; Primary HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: Belgian bathroom products manufacturer Ideal Standard’s recently completed Exchange Offer, Consent Solicitation and Scheme Solicitation; The merger of Norwegian seismic exploration companies PGS and TGS, which will trigger a change of control under PGS’s 13.5% 2027 bonds, giving creditors a put option at 101. Key highlights from the primary market, where pricing tightens on strong credits as rising supply seeks to meet pent up investor demand, while challenging deals falter. Reorg is always lookin...

2023-09-2015 min

Octus Radio BC Partners Prepares Aenova Sale; Banijay Price Talk; Primary HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: The primary market, with a round-up of action that’s taken place since last week; -Highlights of our analysis on French TV production company -Banijay’s €910 million-equivalent dual-tranche senior secured notes offering this week; and -BC Partners’ plan to sell its German pharmaceutical business Aenova on the back of strong year-to-date trading. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcas...

2023-09-1213 min

Octus Radio Celsa’s Creditor-Led Restructuring Plan; Snooze Drag Provisions in A&E Transaction; Primary PipelineEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Spanish steel company Celsa, whose creditor-led restructuring plan was approved yesterday, Sept. 4; -“Snooze Drag” provisions in amend-and-extend transactions; and -The primary deal pipeline and what to expect from the market as we head into Autumn. **Have your say** Please share your views on the outlook for the dynamic #privatecredit markets in Europe: https://ow.ly/ett150PHseA 💡 If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're loo...

2023-09-0509 min

Octus Radio TalkTalk Upcoming Maturities; Celsa Restructuring Plan; Direct Lenders' Post-Summer ExpectationsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Spanish steel company Celsa’s restructuring plan, and why it matters; -U.K. telecoms group TalkTalk, its upcoming maturities and what its options are; and -Direct lenders, and what their expectations are heading into the post-summer period. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For...

2023-08-2913 min

Octus Radio Kernel to Reduce Debt; Altice Sees Limited Impact From Troubles in Portugal; UK High Street DeclineEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Ukrainian commodity producer Kernel, as it looks to reduce debt following an assessment of war-related damages to its assets; -Telecom operator Altice, amid negative headlines surrounding the group’s Portuguese subsidiary; and -The worsening decline of the U.K. high street, including a specific look at homeware retailer Wilko. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Plea...

2023-08-2215 min

Octus Radio Wittur First Lien Lockups; Lebanese Central Bank Governor Salameh Disguised Losses; A&E InsightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Lycra’s “quasi drop-down” transaction and what it means for liability management transactions in Europe; -Telecom operator Altice looks to slash €4 billion of debt in 12 months; and -The potential sale of German pharmaceutical group Stada If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more informatio...

2023-08-1518 min

Octus Radio Lycra’s Quasi Drop-Down Pops Back Up; Altice Aims to Slash €4B of Debt; Stada’s Potential SaleEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Lycra’s “quasi drop-down” transaction and what it means for liability management transactions in Europe; -Telecom operator Altice looks to slash €4 billion of debt in 12 months; and -The potential sale of German pharmaceutical group Stada If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more informatio...

2023-08-0816 min

Octus Radio Lumen, Audacy; LTL Management ‘Texas two-step’; FTX; Bausch Health, DISH NetworkThis week’s Primary View podcast is taking a brief recess from our weekly interview segment, but will be back soon with more premium content. But, as always, we feature our weekly review coverage, and a preview of what’s coming next week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/ Sign up to our weekly newsletter Reorg on the Reco...

2023-08-0810 min

Octus Radio H1 Covenant Trends; Automotive Issuers Analysis; TalkTalk RCF Lenders Hold Pitches With AdvisorsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -The half-year report for 2023 on leveraged loans and high-yield bond covenants and what trends can be seen; -Key credit metrics trends for European automotive issuers and the market prices of their debt instruments; -TalkTalk’s RCF lenders who are taking pitches from financial advisors ahead of 2024 maturity; and -Highlights of the primary market. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to impr...

2023-08-0114 min

Octus Radio Dr. Edward Altman Says Commercial Bankruptcies Are Set to Spike in 2024-25In this week’s Primary View podcast, Dr. Edward Altman, the legendary bankruptcy expert, discusses the outlook for debt-saddled zombie companies with Reorg reporter Gaurav Sharma. The New York University professor, best known for the Z-Score formula, cautions that bankruptcy cases are likely to increase in 2024-25, even if the U.S. avoids a recession. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and webinars: reorg.co...

2023-07-3150 min

Octus Radio Altice Debt Sell-Off; SBB Bonds Drop; Leoni Completes Restructuring; Primary HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: What triggered a recent sell-off in the debt of telecom operator Altice Embattled Swedish real estate company SBB, which has seen its bonds fall by 2-3 points after talks with Brookfield about the sale of a 51% stake in its social infrastructure portfolio ceased; Leoni becoming the first major company to complete a restructuring plan under the German Corporate Stabilization and Restructuring Act; and Tomorrow’s primary webinar and the highlights of the mark...

2023-07-2519 min

Octus Radio How Mackay Shields MD David Dowden Maximizes Income For ShareholdersDavid Dowden, managing director at Mackay Shields, discusses with Seth Brumby, Deputy Managing Editor at Reorg, how to generate income for municipal portfolios following recent bouts of volatility in this week’s podcast. Fixed income portfolios struggled for over a decade with a secular decline in interest rates, which reduced income for bondholders. This was followed by a meteoric rise in inflation and interest rates that hammered bond values. This was an opportunity to accrue tax swaps that can be applied toward future tax liabilities once the bond market rallied and produced better income generating investments. If you are not a...

2023-07-2424 min

Octus Radio Signa Equity Raise; European Automotive Analysis; Accolade Wines Hires Rothschild; PrimaryEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: - The latest on Austrian real estate company Signa, which recently secured a €500 million equity investment commitment from shareholders to support the company in a deteriorating real estate market; - Reorg’s analysis of the European automotive industry; - Australian wine producer Accolade Wines hires Rothschild to address maturities in 2024 and 2025; and - Highlights of the primary market this week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Po...

2023-07-1818 min

Octus Radio Reorg Radio Europe: Thames Water Funding; Atalian Restructuring; Primary HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -U.K. water utility Thames Water’s recently secured equity funding; -The restructuring options for Atalian, a France-headquartered contract cleaner and facilities management provider; and -Highlights of the primary market. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and...

2023-07-1116 min

Octus Radio Reorg Radio Europe: Thames Water Struggles With £14B Debt Burden; Casino Business Plan; PrimaryEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: - U.K. water utility Thames Water, which is struggling with a £14 billion debt burden; - French retailer Casino, as creditors grapple to come to terms with the group’s latest proposal to overhaul its debt-laden structure amid continued operational underperformance and widening structural flaws; and - Highlights of the primary market this week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to im...

2023-07-0415 min

Octus Radio Reorg Radio Europe: Orpea Valuation; SBB to Sell EduCo Stake; Ams-Osram Refi ProspectsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -French care home operator Orpea following the release of an independent valuation report and how it may impact the group’s restructuring; -Swedish property group SBB’s new deal with Brookfield to sell its remaining EduCo stake, which could save it from a messy restructuring; and -The refinancing prospects of Austrian sensor solutions group Ams-Osram AG. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for fe...

2023-06-2714 min

Octus Radio Reorg Radio Europe: Primary Update; EG Group Waterfall Analysis; European High-Yield Bonds TrendsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: - Primary market updates; - Reorg’s new waterfall analysis of U.K. petrol station and convenience retail company EG Group; and - Portability trends in European high-yield bonds in 2023. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and...

2023-06-2013 min

Octus Radio Reorg Radio Europe: Orpea Restructuring; UK Altnets on Investor Radar; McLaren Liquidity ConcernsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: - French care home provider Orpea ahead of the deadline for creditors to vote on its restructuring proposal on June 22 and why some dissenting creditors are urging fellow creditors to reject it; - Why alternative communications network providers, or altnets, have caught the attention of distressed investors and restructuring advisors in the U.K.; and - Investor concerns about British sports car maker McLaren running out of cash, despite receiving more than £1 bil...

2023-06-1316 min

Octus Radio Reorg Radio Europe: Casino Waiver Consent; HSE Waterfall Model; Idverde Liquidity Concerns; PrimaryEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: Updates on French retailer Casino French retailer Casino, which earlier today received consent from the required majority of its 2026, 2027 noteholders to effect waivers to events of default and to make amendments to certain provisions governing the notes for the duration of the group's conciliation proceedings; Reorg’s waterfall model of German shopping retailer HSE Finance; B2B landscaping company Idverde’s liquidity concerns; and A roundup of what’s going on in the prim...

2023-06-0617 min

Octus Radio Reorg Radio Europe: Asda/EG Group; Biscuit International; Turkish Eurobonds; PrimaryEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: - The sale of the majority of U.K.-based petrol station forecourt empire EG Group UK and Ireland fuel, foodservice and grocery business to U.K. supermarket chain Asda; - Why the loans of the France-based private label confectionery maker Biscuit International have surged over 10 points this month; - The impact of the win of Recep Erdogan as president of Turkey on the country’s eurobonds; and - A roundup of what...

2023-05-3116 min

Octus Radio Reorg Radio Europe: Tele Columbus, Schoeller; Private Credit; Airband Capital Raise; PrimaryEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: - Latest developments of German cable TV group Tele Columbus and German reusable transit packaging group Schoeller; - The comeback of bank risk appetite to back deals and the space of #privatecredit; - UK broadband provider TalkTalk’s upcoming #debtmaturities and broadband company Airband’s capital raise; and - A roundup of what’s going on in the #primarymarket. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast...

2023-05-2316 min

Octus Radio Reorg Radio Europe: Metalcorp RX; Adler Pelzer Refi; Casino Consent Solicitation Deadline; PrimaryEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: Luxembourg-based metals and mining group Metalcorp’s #restructuring proposal; The #refinancing of German autoparts supplier Adler Pelzer; French retail group Casino’s consent solicitation deadline on May 19; and A roundup of what’s going on in the #primarymarket. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey F...

2023-05-1614 min

Octus Radio Reorg Radio Europe: European Real Estate Market; PSP Set to Take Keter Control; Primary HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - European real estate market, as companies grapple with decreasing valuations and transaction volumes; - Latest on global resin-based consumer products group Keter after its minority shareholder PSP Investments launched a proposal to take control of the business; and - Highlights of the European #primarymarket. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts he...

2023-05-0914 min

Octus Radio Reorg Radio Europe: Sector Alarm Underperformance; Cimolai Concordato; Lycra Refinances; PrimaryEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - Norwegian home security system group Sector Alarm’s #liquidity concerns; - Italian steel product manufacturer Cimolai’s concordato proposal; - Spandex maker Lycra’s #refinancing; and - Highlights of the European #primarymarket. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our late...

2023-05-0215 min

Octus Radio Reorg Radio Europe: Adler Restructuring Judgment; Atalian Refinancing; Hilding Anders; PrimaryEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - The English High Court’s judgment on Adler Group’s restructuring plan judgment; - The latest updates on Atalian’s refinancing process; - Hilding Anders’ interim restructuring transaction to shore up liquidity; and - Highlights of the busy European primary market. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reor...

2023-04-2517 min

Octus Radio Reorg Radio Europe: Biscuit International Loans Drop; Takko Restructuring; Private Credit OverviewEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - French biscuit producer Biscuit International after it saw its loans drop to the low 70s last month; - German fashion retailer Takko’s restructuring agreement; and - An overview of the private credit space in the first quarter. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podc...

2023-04-1810 min

Octus Radio Reorg Radio Europe: Primary; Casino, Teract Merger; Leoni Restructuring UpdatesEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: - Primary highlights for the week; - French food retailer Casino’s planned merger with Teract; and - Cable maker Leoni’s financial restructuring implementation. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield

2023-04-0417 min

Octus Radio Reorg Radio Europe: 2022 Double-B Bonds; Biotronik, SLV, Flint; Asda Acquisition of EGEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: Trends in European high-yield bonds that were assigned a double B rating in 2022; Topical restructuring updates on companies including Biotronik, SLV and Flint; New reports of Asda acquiring EG Group’s U.K. forecourt business; and Primary highlights for the week. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield

2023-03-2814 min

Octus Radio Reorg Radio Europe: Credit Suisse AT1 Wipeout; Wittur Upcoming RestructuringEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of: - The latest developments at Credit Suisse, including the Swiss Regulator’s decision to wipe out 16 billion Swiss francs of the bank's tier 1 notes; - Upcoming restructuring of German elevator parts maker Wittur ahead of an expected liquidity crunch; and - Primary highlights for the week. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #perf...

2023-03-2114 min

Octus Radio Reorg Radio Europe: SVB European; Metinvest Bondholders Injunction; Flint Lenders to Take ControlEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of: - Primary highlights for the week; - The European fallout from the Silicon Valley Bank collapse; - Ukrainian metals and mining group Metinvest is scheduled to pay down one of its five eurobonds next month and a group of creditors sought an injunction against the company last week; and - The lenders of Luxembourg-based printing and packaging ink Flint Group are set to take control after rejecting shareholders’ restructuring proposal. We're looking for...

2023-03-1417 min

Octus Radio Reorg Radio Europe: Primary Highlights; Venator Analysis; Lycra Restructuring Talks CollapseEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of: - Primary highlights for the week; - The collapse of restructuring talks between stretchy fabrics maker Lycra and its ad hoc group of bondholders; - Reorg’s waterfall model of titanium dioxide producer Venator Materials; and - The SuperReturn Private Credit Europe 2023 conference. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield

2023-03-0713 min

Octus Radio Reorg Radio Europe: Primary Highlights; Matalan Recovery Prospects; Wittur RestructuringEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of: - Primary highlights for the week; - The post restructuring recovery prospects of U.K. retailer Matalan; - The ongoing restructuring of German elevator parts maker Wittur. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey A link to a webinar on Matalan’s post restructuring recovery prospects recorded earlier this week can be found here: https://app.reorg.com/v3...

2023-02-2815 min

Octus Radio Reorg Radio Europe: Zoopla Maturities; Schoeller 2024 Notes Decline; Mid-Sized Construction FirmsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of: - U.K. property search and price comparison company Zoopla’s maturities in 2025 and 2026; - Dutch plastic container producer Schoeller, whose 2024 notes are yielding 34% as investors worry about refinancing risk; and - Increased rate of mid-sized construction firms filing for insolvency in the UK. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #high...

2023-02-2113 min

Octus Radio Reorg Radio Europe: Primary Highlights; Orpea Signs Lockup Agreement; EG Group 2025 MaturitiesEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of: - This week’s highlights from the European #primarymarket; - French care home operator Orpea, which has signed a lockup agreement on a draft restructuring proposal; and - How the petrol station and convenience retail chain operator EG Group will address its 2025 maturities. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield

2023-02-1415 min

Octus Radio Reorg Radio Europe: Primary; EG Group; DOF Restructuring; Sustainability-Linked LoansEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of: - This week’s highlights from the European #primarymarket; - British petrol station empire EG Group, which faces a maturity wall in 2025; - Recent developments in Norwegian offshore service company DOF’s restructuring talks; and - Reorg’s 2022 European sustainability-linked loans wrap. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield

2023-02-0717 min

Octus Radio Reorg Radio Europe: Primary Highlights; Maxeda Cash Flow Analysis; GenesisCare Updates; Adler PelzerEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of: - This week’s highlights from the European #primarymarket; - Reorg’s #cashflowanalysis of Benelux DIY retailer Maxeda; - Recent developments at Australia-headquartered oncology services company GenesisCare; and - A potential #equity injection for Italian German auto parts supplier Adler Pelzer. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield

2023-01-3118 min

Octus Radio Reorg Radio Europe: Primary Highlights; Orpea Second Conciliation; Issuers With Near-Term MaturitiesEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: Primary highlights this week; French care home operator Orpea’s second conciliation process; and List of issuers with near-term maturities which may find it challenging to refinance their debt. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedfinance #highyield #leveragedloans

2023-01-2417 min

Octus Radio Reorg Radio Americas: Recap, Look Ahead and Latest Episode From The Reorg Primary ViewOur weekly recap and preview for next week features Genesis, Party City and Travelport. This week we also feature a replay from The Reorg Primary View series, where Robert Keach, co-chair of Bernstein Shur’s business restructuring and insolvency practice, discusses the past, present and future of subchapter V, the section of the Bankruptcy Code added in 2019 for small-business debtor reorganizations, with Harvard Zhang, associate editor at Reorg. The Reorg podcast is now available on Reorg’s Webinars & Podcasts Page. The podcast is also available on Spotify, SoundCloud, Amazon and iTunes. We're looking for feedback to improve the podcast experience! Plea...

2023-01-2354 min

Octus Radio Reorg Radio Europe: Matalan, Orpea, Telepizza, VivionEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussions of: - French care home operator Orpea, which is currently undergoing its second conciliation procedure and the Spanish pizza franchise Food Delivery Brands, which has appointed financial advisors; - U.K. value retailer Matalan’s ongoing sale process, as it looks increasingly likely that the senior secured bondholders will take over the business; and - U.K. and Germany focused real estate group Vivion, following the publication of a report by short seller Mudd...

2023-01-1017 min

Octus Radio Reorg Radio Europe: Adler, Metro Bank, Lycra, Primary HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussions of: - German real estate company Adler Group’s restructuring proposal; - U.K. high street lender Metro Bank; - Spandex producer Lycra’s refinancing talks; and - Highlights in the primary market this week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans

2022-12-1316 min

Octus Radio Reorg Radio Europe: Primary; Frigoglass Notes Restructuring Plan; Convene Restructuring ProposalEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - Highlights in the primary market this week; - Greece-based commercial fridge and glass manufacturer Frigoglass’ plan to boost liquidity and restructure its €260 million bonds; and - Norwegian medical payments processor Convene Group has indicatively approved a restructuring proposal from an ad hoc group of noteholders. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your though...

2022-12-0614 min

Octus Radio Reorg Radio Europe: Venator Debt Talks; Naviera Armas; Telepizza Debt Restructuring; VEON; AdlerEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - U.K.-based chemical maker Venator Materials’ debt talks; - Spanish ferry operator Naviera Armas, which is evaluating several options to deal with its stretched liquidity; - Spanish fast food restaurant group Food Delivery Brands’ debt restructuring; - Netherlands-headquartered telecoms group VEON, which has proposed an eight-month extension to its two 2023 notes; and - German real estate company Adler, which signed a lockup agreement with a group of bondholders. If you are no...

2022-11-2916 min

Octus Radio Reorg Radio Europe: Constellation Automotive; Strada dei Parchi; Miller Homes, KeepmoatEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - Highlights in the primary market this week; - U.K. used car trading platform Constellation Automotive’s liquidity position; - Italian group Strada dei Parchi, whose lenders recently held pitches to select a financial advisor for upcoming talks with the company; and - U.K. house building companies Miller Homes and Keepmoat’s bonds, which have come under pressure following a slowdown in the country’s housing market. If you are not a Re...

2022-11-2216 min

Octus Radio Reorg Radio Europe: Venator Q3 Results; Casino; EG Group; Emirates REIT Facing Dec. MaturityEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - UK chemicals company Venator's disappointing earnings; - Latest developments on French retailer Casino; - Why U.K. petrol station operator EG Group has attracted advisor attention; - Dubai-based real estate group Emirates REIT facing a $400M sukuk maturity in December. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial . We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r...

2022-11-1514 min

Octus Radio Reorg Radio Europe: Orpea Webinar; Corestate Restructuring Proposals; Reorg Event HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - Webinar on the latest developments of French care home operator Orpea; - Highlights of Reorg’s live panel event at Claridge’s; and - German real estate manager Corestate restructuring proposals. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey

2022-11-0821 min

Octus Radio Reorg Radio Europe: Ceconomy; Iceland; Metalcorp Developments; Matalan M&A; Primary Market UpdateEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - Analysis of German headquartered consumer electronics retailer; - Ceconomy and British supermarket chain Iceland; - Latest developments of Luxembourg-headquartered metals and mining group Metalcorp; - Matalan undergoes an M&A process; and - Highlights in the primary market this week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r...

2022-10-2516 min

Octus Radio Reorg Radio Europe: Matalan; Keter; Primary Market UpdateEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - The ongoing M&A process of U.K. retailer Matalan; - The first European installment of our Expert Views series of on how some direct lenders are avoiding losses in times of volatility; - Global resin-based consumer goods producer Keter’s A&E request, and; - An overview of the primary market. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial. We're looking for feedback to impr...

2022-10-1814 min

Octus Radio Reorg Radio Europe: Atos Bonds Under Pressure; Metalcorp Meets Creditors; NSF, Morses SchemesEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - French IT consulting company Atos, which has seen its bonds come under pressure; - Luxembourg-headquartered metals and mining group Metalcorp which withheld a €70 bond principal payment on Monday of last week, triggering a 40-point drop in its 2026 bonds; - Non-Standard Finance and Morses Club, two subprime loan providers which are both looking to implement a scheme of arrangement; and - A roundup of the latest from the European primary market. If you...

2022-10-1114 min

Octus Radio Reorg Radio Europe: Pizza Express Waterfall ; Matalan Recapitalization; Metalcorp Facing DefaultEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - U.K.-based casual dining chain Pizza Express’ waterfall model; - U.K. value retail group Matalan, its strategic sales process, the terms of its debt recapitalization; - Luxembourg-headquartered metals and mining group Metalcorp facing default; and - A roundup of the latest from the European primary market. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial. We're looking for feedback to improve the podcast experience! Plea...

2022-10-0415 min

Octus Radio Reorg Radio Europe: Tele Columbus Notes Fall to Mid-80s; Primary Market Roundup; IPEM HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: German TV group Tele Columbus’ loan term loan B and bond have come under pressure in recents months; Roundup of the primary market at the moment; Highlights of the IPEM conference in Cannes last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.

2022-09-2713 min

Octus Radio Reorg Radio Europe: Itenum, Rovensa Expected to Price This Week; Houst Webinar HighlightsEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: French IT services company Inetum and Portuguese specialty crop nutrition provider Rovensa are expected to price this week; Extracts of last week's webinar covering the first use of the Part 26A Restructuring Plan in the SME market by Houst Ltd. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Re...

2022-09-2016 min

Octus Radio Reorg Radio Europe: Nordic Real Estate Hybrid Bonds; Bond Buybacks; Zambia Loan PackageEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: How hybrid bonds issued by Nordic real estate companies are attracting investors’ attention. Why with a large share of high-yield bonds trading well below par, bond buybacks have become a key tool for companies to opportunistically reduce their debt. The impact of the IMF’s three-year $1.3B loan package to Zambia and the concerns of the sovereign’s creditors. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast...

2022-09-1321 min

Octus Radio Reorg Radio Europe: KP Challenges; Cineworld Winding Up Petition; Nostrum SchemeEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. On this week’s podcast, we discuss: - The challenges German plastics packaging group Kloeckner Pentaplast is facing in the current macroeconomic environment. - The new winding up petition brought against Cineworld in the English High Court. - The current deals in the European Leveraged loan market. - Nostrum Oil & Gas’ scheme of arrangement and what it tells us about the English courts’ approach to creditors who are sanctioned as a result of Russia’s invasion of Ukraine. If you are...

2022-09-0615 min

Octus Radio Reorg Radio Europe: Adler Cash Flow, Legal Analysis; TICC Private Debt Deals; Iceland Bonds DropEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes: Key takeaways from the cash flow and legal analysis we published last week on German real estate company Adler Group, which also published its earnings today. The testing, inspection, certification and compliance, or TICC, sector and a few summer deals which have kept direct lenders busy. U.K. food retailer Iceland, whose bonds have declined since mid-August, as the company faces an increasingly challenging economic environment. Reorg is always looking for feedback to help us...

2022-08-3013 min

Octus Radio Reorg Radio Europe: MPS’ Possible Cap Increase; Potential Cineworld Ch. 11; Cruise Sector InsightEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: Italian bank Monte dei Paschi di Siena and the possibility of a capital increase; The latest on Cineworld after it said a chapter 11 filing was one route it could follow to achieve its restructure objectives; Insights on the cruise sector, powered by data from Aggredium. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey. If you are not a Reorg su...

2022-08-2313 min

Octus Radio EMEA Core Credit: 2023 Maturities; Norican; Adler; Value Leakage Risk in Loan Documents (Aug. 5)Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - A summary of high-yield and loan credits with maturities in 2023, as a challenging primary market makes refinancing difficult. - The latest news on German real estate company Adler Real Estate. - An overview of Danish industrial engineering group Norican and the refinancing prospects of its €340 million senior secured notes due in May 2023. - Increased value leakage risks for lenders where a senior facilities agreement has a so-called Available Amount basket, with no a...

2022-08-0917 min

Octus Radio Reorg Americas Podcast (March 18, 2022) Aircraft Finance and Enhanced Equipment Trust CertificatesAmericas Core Credit Weekly Podcast for March 18, 2022. This week, we take a look at LATAM, Talen Energy, Cineworld and Ultra Petroleum. For this week’s deep dive, Reorg’s Sean Daly and Evan Wallach, president and CEO of Global AirFinance Services Inc., discuss enhanced equipment trust certificates, or EETCs, a tax-efficient security utilized in aircraft finance. Evan and Sean discuss the structure of EETCs and the benefits to airline issuers and investors, and take a close look at two recent EETC issues that were subject to rejection in chapter 11.

2022-03-2152 min

Octus Radio Reorg Americas Podcast (March 11, 2022) Party City, Purdue, Puerto Rico, EnvisionAmericas Core Credit Weekly Podcast for March 11: Party City Faces Global Helium Shortage; Purdue Judge Approves Sackler Settlement With 8 States, DC; Puerto Rico Abandons PREPA RSA; Envision Contemplates New-Money Debt Raise

2022-03-1408 min

Octus Radio Americas Core Credit Podcast: PROMESA, Limetree Bay, Washington Prime and more (Jul. 16, 2021)In this week's podcast the Americas Core Credit team covers: PROMESA Oversight Board Previews Settlement With UCC; Limetree Bay Files Ch. 11; Judge Isgur Conditionally Approves Washington Prime DS; KERP Bonuses in LSC Communications Overruled on Appeal; and Pipeline Foods’ First Day Hearing.

2021-07-1910 min

Octus Radio Americas Core Credit: The Surge of Spacs and their Impact on Leveraged Finance (June 25, 2021)On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from this week as well as a look ahead at the upcoming week, plus this week our podcast features a replay of our SPACs podcast from earlier in the year with Martin Forbes of White & Case. The discussion dives deep into the record amount of fundraising through SPACs, or special acquisition companies in 2021, the reasons for the surge in SPACs and why they are attractive to private equity and target companies and more. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Po...

2021-06-2535 min

Octus Radio Reorg Europe Podcast: CEEMEA Special - Global Ports Holding (April 29, 2021)Each episode of the Reorg Europe biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at Turkish port operator Global Ports Holding. If you are not a Reorg subscriber, request access here: https://go.reorg-research.com/Podcast-Trial

2021-04-2911 min