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Reorg Radio

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Jun 1, 2022 • 9min

Americas Core Credit: Talen Energy, Bausch Health, Twitter and Telesat

This week we take a look at Talen Energy, Bausch Health, Twitter and Telesat. We’ll be taking a brief break from our Deep Dive segment this week for the Memorial Day weekend but will be back next week with more premium content. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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May 31, 2022 • 18min

EMEA Core Credit: Orpea Conciliation; WM Morrison, Inspired Education; Matalan Refinancing

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week, we speak about: - French care home operator Orpea and the new financing agreement with its core banking pool under the French amicable conciliation procedure. - Supermarket chain WM Morrison’s €545 million senior secured notes, which priced this morning, Swedish distribution services provider OptiGroup’s €515 million term loan B and private education operator Inspired Education’s €250 million term loan B add-on. - Refinancing options and possible restructuring for U.K. fashion and homeware retailer Matalan. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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May 24, 2022 • 12min

EMEA Core Credit: Schur Flexibles; OptiGroup; Naftogaz; Specified Asset Sales Covenants

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week, we speak about: - Sweden-based B2B distribution services provider OptiGroup’s new €515 million term loan, which was pulled last week. - The revised restructuring plan for Austrian packaging company Schur Flexibles, which is based on a counterproposal put forward by an Apollo-led lenders committee. - Ukrainian state-owned oil and gas company Naftogaz’s upcoming bond maturities. - The exclusion of specified asset disposals from the asset sales covenant in high-yield bonds and leveraged loans and how it may impact bondholders and lenders. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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May 23, 2022 • 1h 9min

Americas Core Credit: Talen Energy, Coinbase, Bausch Health and No Surprises Act litigation

This week on Reorg's Americas Core Credit podcast, we take a look at Talen Energy, Coinbase, Bausch Health and No Surprises Act litigation. In light of the ongoing conflict between Russia and Ukraine, for this week’s Deep Dive we offer a replay of our March webinar where Reorg’s Shan Qureshi joins Fiona Huntriss and Matthew Getz of Pallas Partners LLP to provide an overview of Russian sanctions frameworks and examine the impact of sanctions on financial obligations owed to and by Russian parties. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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May 17, 2022 • 16min

EMEA Core Credit: Primary Pre-Marketing; Scheme, Restructuring Fees; Ontex Triggers, Relative Value

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week, we speak about: - The impact of sanctions related to Russia’s invasion of Ukraine on Petropavlovsk; - The trend towards the pre-marketing of primary deals in Europe; - Belgian personal hygiene product manufacturer Ontex and events that could move the price of their bonds; and - Fee trends in English schemes of arrangement and restructuring plans. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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May 16, 2022 • 11min

Americas Core Credit: Talen Energy; Diebold Nixon; Inflation and Cost Pressures; Financing Trends

This week on Reorg's Americas Core Credit podcast, we take a look at Talen Energy, Diebold Nixon, inflation and cost pressures, and financing trends. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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May 10, 2022 • 15min

EMEA Core Credit: Corestate Options; PGS Capital Raise; Trans-Oil, Kernel, MHP; Primary Roundup

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week, we speak about: - German real estate group Corestate’s options ahead of its maturity wall in 2022-2023; - Norwegian stressed seismic exploration group PGS, its capital raise and potential restructuring options - Russian attacks on Ukraine's Black Sea coast and their impact on credits we follow - The light dealflow and large OIDs in the current primary market. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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May 9, 2022 • 1h 14min

Americas Core Credit: Envision Healthcare, LATAM Airlines, Carvana and Cabinetworks (May 6, 2022)

This week we take a look at Envision Healthcare, LATAM Airlines, Carvana and Cabinetworks. For this week’s Deep Dive, we offer a replay of our March webinar where the Reorg team discusses how companies facing mass tort liabilities, including Johnson & Johnson, have used the “Texas two-step” maneuver to box litigation claims into a new asset-lite subsidiary to use the tools available in chapter 11 to settle those claims.
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May 3, 2022 • 13min

EMEA Core Credit: Russia Sovereign Payment; KPMG Disclaimer on Adler; Sustainability-Linked Bonds

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week, we speak about: -The latest deals in the European primary market, including Biofarma’s €345 million seven-year senior secured floating rate notes -Russia’s payment of its sovereign bond debt in dollars -KPMG’s Disclaimer of Opinion on Adler Group -Developments in European sustainability-linked bond documentation. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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May 2, 2022 • 10min

Americas Core Credit: Twitter, Puerto Rico, Carvana and Talen Energy (Apr. 29, 2022)

This week we take a look at Twitter, Puerto Rico, Carvana and Talen Energy. We are taking a brief recess from our weekly Deep Dive but will be back next week with more premium content.

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