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Reorg Radio

Latest episodes

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Sep 22, 2019 • 58min

Reorg Americas: Nova Austral, Oi and Chubut Deep Dive (Sept. 22, 2019)

The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg Emerging Markets team discusses Chilean salmon farmer Nova Austral, Brazilian telecom company Oi and Argentine province Chubut. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
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Sep 19, 2019 • 10min

Reorg Europe: Thomas Cook & Schmolz + Bickenbach Deep Dive (Sept. 19, 2019)

The Reorg Europe team of analysts and reporters take a look at the uncertainty around Thomas Cook's CDS payout and the struggles of Swiss steelmaker Schmolz + Bickenbach.
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Sep 15, 2019 • 31min

Reorg Americas: Frontier Communications Deep Dive (Sept. 15, 2019)

The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our financial and covenant analysts do a deep dive on the Frontier Communications situation. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
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Sep 8, 2019 • 24min

Reorg Americas: Onshore Natural Gas Deep Dive (Sept. 8, 2019)

The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our financial analysts and energy reporter discuss the latest on the U.S. onshore natural gas sector. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
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Sep 5, 2019 • 10min

Reorg Europe: Debenhams & Lecta Deep Dive (Sept. 5, 2019)

The Reorg Europe team of analysts and reporters discuss the ongoing challenge of Debenhams’ Company Voluntary Arrangement, or CVA in the English High Court, and struggling Spanish paper company Lecta. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
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Sep 1, 2019 • 34min

Reorg Americas: Interview with John Williams (Sept. 1, 2019)

The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our head of Reorg Covenants interviews John Williams, partner in Milbank’s credit derivatives practice, about the rise of net short provisions in debt documents. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
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Aug 25, 2019 • 27min

Reorg Americas: EBITDA Addbacks & Cash Flow Deep Dive (Aug. 25, 2019)

Dive into the recent legislative changes in bankruptcy and wildfire recovery, including PG&E's recovery bonds. Discover the drama in the First Energy Solutions hearing, marked by union objections. Learn about Bristow’s conditional approval for a $150 million dip facility. Explore Judge Swain’s legal battles in Puerto Rico and new governance strategies. Delve into the complexities of EBITDA calculations, showcasing how adbacks shape financial health and performance in real-world cases like WeWork.
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Aug 22, 2019 • 11min

Reorg Europe: Euro Garages & Aston Martin Deep Dive (Aug. 22, 2019)

The Reorg Europe team of analysts and reporters takes a look at Euro Garages' new €1.2 billion deal as well as at Aston Martin's disappointing performance. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
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Aug 18, 2019 • 25min

Reorg Americas: Q2 2019 Volatile Credits Review (Aug. 18, 2019)

The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our financial analysts do a review of volatile credits following second quarter earnings results. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
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Aug 11, 2019 • 37min

Reorg Americas: Venezuela, Oro Negro & QGOG Deep Dive (Aug. 11, 2019)

The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg Emerging Markets team discusses various developments in legal disputes concerning Venezuela, Oro Negro and QGOG. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

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