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Reorg Radio

Latest episodes

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Sep 19, 2022 • 42min

Reorg Radio Americas: Cineworld, Twitter, Revlon and Bausch Health

This week, we take a look at Cineworld, Twitter, Revlon and Bausch Health. For this week’s Deep Dive, Americas Core Credit by Reorg Deputy Managing Editor Kevin Eckhardt joins us to discuss the ramifications of a recent panel decision of the U.S. Court of Appeals for the Ninth Circuit reversing Judge Dennis Montali’s December 2019 ruling in the PG&E case that unimpaired, unsecured creditors are not entitled to postpetition interest on their claims at the contractual default rate in a solvent debtor case.
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Sep 16, 2022 • 1h 15min

Reorg Radio Americas: Cineworld, Twitter, Highland Capital Management and SAS

This week, we take a look at Cineworld, Twitter, Highland Capital Management and SAS. For this week’s deep dive, we offer a replay of our August webinar, “Winter Came for Covid-Era Darlings?,” during which Reorg’s Harvard Zhang hosts a panel of experts who discuss the current state of distress in crypto and tech as well as the circumstances that led the market to where it is and what the future may hold.
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Sep 13, 2022 • 21min

Reorg Radio Europe: Nordic Real Estate Hybrid Bonds; Bond Buybacks; Zambia Loan Package

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: 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-Trial. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.
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Sep 6, 2022 • 1h 7min

Reorg Radio Americas: Bed Bath & Beyond, Lumileds, Bausch Health and Talen Energy.

This week we take a look at Bed Bath & Beyond, Lumileds, Bausch Health and Talen Energy. For this week’s deep dive, we offer a webinar replay where Reorg legal and credit analysts speak to special guest lawyers Tiago Assunção and Daniel da Silva e Melo of the Manuela Antonio Law Firm about Macau’s recently amended gaming law that is likely set to take effect in the second half of 2022 and how it might impact the operational, financial and regulatory landscape for casino operators.
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Sep 6, 2022 • 15min

Reorg Radio Europe: KP Challenges; Cineworld Winding Up Petition; Nostrum Scheme

Each 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 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.
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Aug 30, 2022 • 13min

Reorg Radio Europe: Adler Cash Flow, Legal Analysis; TICC Private Debt Deals; Iceland Bonds Drop

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: 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 improve the podcast experience. Please take a moment to complete this short survey and let us know how we’re doing. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Aug 29, 2022 • 1h 21min

Reorg Radio Americas: Bed Bath & Beyond, Carestream Health, Bausch + Lomb

This week we take a look at Bed Bath & Beyond, Carestream Health, Bausch + Lomb and our Aggredium-powered analysis of the cruise industry. We’ve got a double dose for listeners this week. First, a crossover from our sister EMEA core credit weekly podcast where Reorg’s Harvard Zhang brings us the latest on a potential Cineworld chapter 11 and Mark Fischer shares some insights on the cruise sector, powered by data from Aggredium. Next, we offer a webinar replay where the Reorg team discusses the latest events surrounding Bausch Health including its proposed spinoff of its Bausch + Lomb business to shareholders, threats from competition for the company’s Xifaxan drug in light of patent challenges, and a pending maturity wall.
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Aug 23, 2022 • 14min

Reorg Radio Europe: MPS’ Possible Cap Increase; Potential Cineworld Ch. 11; Cruise Sector Insight

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: 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 subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Aug 22, 2022 • 58min

Americas Core Credit: Endo, Altera, Revlon, and Geo Group (Aug. 19)

This week we take a look at Endo, Altera, Revlon and Geo Group. For this week’s deep dive, we offer a replay of our July webinar, where the Reorg team discusses Puerto Rico’s two largest remaining debt restructurings - the Puerto Rico Highways and Transportation Authority and Puerto Rico Electric Power Authority - and walks through post-restructuring challenges the commonwealth faces as well as critical milestones in 2022 and beyond. Reorg is always looking for feedback to help us improve the podcast experience! Please take a moment to complete the short survey in the link below and let us know how we’re doing. www.research.net/r/Reorg_podcast_survey
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Aug 18, 2022 • 8min

Reorg Radio Europe: Oriflame Cash Flow, Primary Deals Expected (Aug. 16)

Each episode of Reorg's weekly podcast series features discussion of issues and companies across the credit lifecycle. Included this week: Swedish cosmetics group Oriflame’s cash flow model; An overview of the primary deals that we are predicting will come to market after the summer break. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey

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