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Reorg Radio

Latest episodes

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Mar 24, 2020 • 13min

Covenants: Covenant Analysis Amid the Coronavirus Scramble to Preserve Liquidity (March 24, 2020)

Hosts analyze the critical role of covenants during economic chaos sparked by the coronavirus. They discuss how U.S. companies are drawn to revolvers for liquidity, highlighting loan structures and springing maintenance covenants. The conversation delves into strategic credit management, emphasizing asset-based decisions. Banks' assessments of material adverse effects are examined, especially for hard-hit sectors like airlines. Finally, they explore the shifting landscape of corporate liquidity strategies, stressing cash retention over taking on more debt.
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Mar 22, 2020 • 23min

Americas Core Credit: Covid-19 Impact on Restructurings and Company Balance Sheets (March 22, 2020)

The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and discusses the impact of Covid-19 on restructurings and company balance sheets across different industries. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Mar 19, 2020 • 10min

EMEA Core Credit: Update on the European Banking Sector (March 19, 2020)

The EMEA Core Credit team of analysts and reporters takes a look at the impact of the coronavirus crisis on the European airline, auto, restaurant and banking sectors. If you are not a Reorg subscriber, request access here: https://go.reorg-research.com/Podcast-Trial
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Mar 15, 2020 • 37min

Americas Core Credit: Energy Review with Mark Fischer and Sean Daly (March 15, 2020)

The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead. Director of credit research Mark Fischer and distressed debt legal analyst Sean Daly review energy sectors and how the recent collapse in energy prices has affected the plan process for bankrupt companies Alta Mesa and EP Energy. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Mar 8, 2020 • 28min

Americas Core Credit: Covenant Catch-Up (March 8, 2020)

This podcast delves into recent bankruptcy developments related to Alta Mesa and E.P. Energy, highlighting the impact of the coronavirus on oil prices. It also discusses the settlement of lawsuits between Windstream and Unity, focusing on the financial restructuring involved. Listen in for insight on Pioneer Energy’s Chapter 11 plan and Puerto Rico’s debt adjustments. The challenges of pandemic bonds and the effects of declining oil prices on energy companies are explored, offering a comprehensive look at the complex financial landscape.
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Mar 5, 2020 • 16min

EMEA Core Credit: Intu, NMC and Lycra Deep Dive (March 5, 2020)

The EMEA Core Credit team of analysts and reporters takes a look at Lycra and the impact of the coronavirus, Intu's abortive equity raise and a turbulent few months for NMC Healthcare. If you are not a Reorg subscriber, request access here: https://go.reorg-research.com/Podcast-Trial
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Mar 1, 2020 • 40min

Americas Core Credit: Lebanon vs. Argentina CACs, Deep Dive on Vicentin & Argentina (March 1, 2020)

The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead. The LatAm team provides a run-down on Argentina, compares CACs in Lebanese and Argentine sovereign bonds, and does a deep dive on Vicentin. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Feb 23, 2020 • 33min

Americas Core Credit: Review of Windstream/Uniti Master Lease Arrangement Dispute (Feb. 23, 2020)

The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and reviews the Windstream/Uniti master lease arrangement dispute. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Feb 20, 2020 • 9min

EMEA Core Credit: Altice's Exchange Offer and Bombardier's Asset Disposal (Feb. 20, 2020)

The EMEA team of analysts and reporters discusses Altice's Exchange Offer and Bombardier's Asset Disposal. If you are not a Reorg subscriber, request access here: https://go.reorg-research.com/Podcast-Trial
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Feb 16, 2020 • 25min

Americas Core Credit: Q4 Results Review and Look Ahead (Feb. 16, 2020)

The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and director of credit research Mark Fischer reviews fourth quarter earnings. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

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