Reorg Research

On this week’s podcast, our Americas Core Credit team takes a look at Cooper Standard, GTT, PWM Property Management, and Puerto Rico. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

On this week’s podcast our Americas Core Credit team replays our Covenants 101 webinar from earlier in the year discussing sources of potential value leakage. Topics include an overview on value leakage, including dividends, transfers to nonguarantor restricted subsidiaries and transfers to unrestricted subsidiaries, discussions on previous transactions done by PetSmart, J.Crew, Claire’s and Neiman and demonstrating how to calculate value leakage in debt documents. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at German real estate company Adler and gaming group Lowen Play. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

This week, we take a look at the “Stop Wall Street Looting Act of 2021,” LTL Management, Limetree Bay and Puerto Rico. For this week’s Deep Dive, in light of recent high-profile developments in the Asian high-yield bond market, we are treating listeners to a taste of Reorg’s coverage of the Asian high-yield space with a replay of an April 7 webinar where distressed debt analyst James Shi and John Han, partner at Kobre & Kim in Hong Kong, take a look at troubled chinese property developer China Fortune Land Development in exploring trading in distressed debt through creative enforcement approaches to unlock value of distressed onshore assets that are otherwise off limits to offshore investors. The webinar was moderated by Reorg’s managing editor of Asia Core Credit, Shasha Dai. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

On this week’s podcast our Americas Core Credit experts analyze some of the most prominent situations in the distressed debt, reorganization, and performing credit world including deep dives into Riverbed, LATAM Airlines and Seadrill. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at Greek gaming group Intralot and the Belgian retailer AS Adventure. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

On this week’s podcast we replay our Covenants 101 webinar where Peter Washkowitz, head of our Americas Covenants team, discussed redemptions and the primary market as well as call protection, Dutch auctions and open market purchases of term loans, make whole payments, equity clawbacks and redemptions of high-yield bonds, change of control under bank debt and bonds and Covenant analysis for primary investors. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

On this week’s podcast Reorg analysts from the Americas Core Credit and Emerging Markets - Latam teams discuss progress in the Latin American airline chapter 11 cases where Avianca is soliciting votes on a plan of reorganization, while LATAM Airlines and Grupo have expressed intent to file their own respective plans in the near future. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at Itaian shipping group Moby and the European plastic and flexible packaging sector. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

Each episode of the Reorg EMEA Middle Market podcast series features a deep dive on companies and trends in the direct lending and special situations space. Today, we discuss the recent collapse of small sized energy providers and the impact of the European energy crisis. We look at why smaller suppliers in the U.K. have been affected and what government support is available. We assess how the surge in gas prices is affecting other sectors and how this is shaping special situations in the middle market. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

On this week’s Americas Core Credit podcast Jeff Brenner and Julian Bulaon from our Americas Covenants team discuss how the Chinese government’s proposed revisions to Macau’s gaming laws could potentially trigger defaults and cause other problems under the debt documents of U.S. based gaming companies operating out of Macau. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

On this week’s podcast our Americas Core Credit experts discuss Johnson & Johnson’s response to a group of talc plaintiffs’ motion for an injunction from a New Jersey state court preventing the company from pursuing a “Texas two-step” chapter 11 strategy to shed its talc liabilities, plus our experts discuss the company Yak Access, whose creditors have began to organize, as well as Cornerstone Chemical and Puerto Rico. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at Ukrainian oil and gas group Naftogaz and French conference organiser Comexposium. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

Each episode of Reorg’s weekly podcast series features a look back at highlights and top stories from the week in review and a preview of what's to come in the week ahead, followed by a deep dive on issues and companies in the distressed and high-yield space. For this week’s Deep Dive, Reorg’s Karen Leung and David Zubkis discuss the $4.6 billion settlement with the Sackler family in the Purdue chapter 11 cases and explore the releases of fraudulent transfer claims and third-party claims against the Sacklers. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

Our EMEA Middle Market experts discuss deal pipelines and important direct lending situations for the month of September.

On this week’s podcast our Americas Core Credit and Americas Covenants experts discuss a recent opinion from the Murray Energy bankruptcy after a bankruptcy court upheld the waiver by a majority of DIP lenders where a minority DIP lender’s right to default interest arising from a breach of a covenant is only enforceable by the minority lender. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

Each episode of the Reorg Europe 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 U.K. retailer Iceland and German real estate group Adler. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

On this week’s podcast the Americas Core Credit team discusses Texas two-step bankruptcies and how the liability management maneuver could be deployed in Johnson & Johnson and Imerys Talc. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

On this week’s podcast the Americas Core Credit team replays our municipals webinar from a few weeks ago where members of our Americas Municipals coverage team discussed recent credit trends in continuing care retirement communities, or CCRCs, as the industry has seen a wide range of outcomes, including Vicar’s Landing’s recent borrowing of $84.4 million in connection with the expansion of its Ponte Vedra Beach community; the chapter 11 filings of The Harborside and The Buckingham; and defaulted credits that are still exploring their options, such as Glen Hope Harbor and American Eagle. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at German auto parts suppliers Standard Profil and Adler Pelzer. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.