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Reorg Radio

Latest episodes

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Aug 9, 2020 • 1h 8min

Americas Core Credit: Airline Liquidity Options & Bankruptcy Implications (Aug. 9, 2020)

The Americas Core Credit team previews what’s to come in the week ahead and features a special replay of our recent webinar on airline liquidity options and bankruptcy implications. If you are not a Reorg subscriber, request access here: https://go.reorg-research.com/Podcast-Trial
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Aug 6, 2020 • 10min

EMEA Core Credit: Nostrum Forbearance Talks, Pizza Express Restructuring Plan (Aug. 6, 2020)

Each episode of the EMEA Core Credit 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 Nostrum Oil & Gas and Pizza Express. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Aug 4, 2020 • 28min

Covenants: Serta Simmons Takeaways & Other Possible Loopholes with Elizabeth Tabas (Aug. 4, 2020)

Reed Smith leveraged finance and special situations partner, Elizabeth Tabas, discusses SIRDA case, importance of specific provisions for subordination and pro-rata sharing, interpreting contracts under New York vs. English law, negotiating power shift during economic crisis, and analyzing length and construction clauses in agreements.
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Aug 2, 2020 • 21min

Americas Core Credit: Review of Q2 2020 Earnings Season to Date (Aug. 2, 2020)

The Americas Core Credit team previews what's to come in the week ahead and director of credit research Mark Fischer provides a review of Q2 2020 earnings season so far. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Jul 29, 2020 • 10min

Covenants: PIPEs Begin to Emerge as New Source of Liquidity (July 29, 2020)

In this week's episode The Covenants by Reorg team discusses the increasing number of companies seeking liquidity through private investments in their equity. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Jul 26, 2020 • 1h 2min

Americas Core Credit: Updates on Ascena, Hertz & Chesapeake Energy (July 26, 2020)

The Americas Core Credit team previews what's to come in the week ahead and discusses the latest updates on Ascena and Hertz and provides a special replay of the recent Chesapeake Energy webinar. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Jul 23, 2020 • 10min

EMEA Core Credit: Stonegate Bonds, Codere Restructuring, EA Partners Negotiations (July 23, 2020)

Each episode of the EMEA Core Credit bi-weekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at Stonegate, Codere and EA Partners. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
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Jul 21, 2020 • 14min

Covenants: Recent Covenant Pushback Items in High Yield (July 21, 2020)

The podcast discusses recent covenant pushback items in high-yield market, focusing on value leakage prevention, secured debt capacity adjustments, and investor scrutiny on dividends from asset sales. Case studies include GameNet, Tissen Group Elevator, Clayton W. N. Rice Own Company, and Husky International, highlighting trends in investor pushback and changes in high-yield transactions.
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Jul 19, 2020 • 19min

Americas Core Credit: Companies Operating in Grace Periods or Forbearance (July 19, 2020)

The Americas Core Credit team at Reorg previews what's to come in the week ahead and director of credit research Mark Fischer provides an update on companies that skipped midyear coupons and are now operating under forbearance agreements If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Jul 14, 2020 • 14min

Covenants: Initial Thoughts on Carnival's Newly Announced 2L Note Issuance (July 14, 2020)

Dive into the intricacies of Carnival's $550 million and €400 million second lien notes amidst a challenging cruise industry landscape. Discussions revolve around the implications for unsecured creditors and how fluctuating collateral values could complicate bankruptcy proceedings. Discover the mechanisms that could potentially re-secure parts of this new debt and the strategic maneuvers that could impact the classification of 1L and 2L notes. Plus, insights into how a $2 billion first lien term loan reshapes the dynamics for existing lenders.

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