Reorg Research

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

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.

In this week's episode, the Covenants by Reorg team speaks to Reed Smith leveraged finance and special situations partner Elizabeth Tabas. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

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.

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.

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.

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

The Covenants by Reorg team discusses investor pushback focused on value leakage, secured and priming debt capacity, more investor scrutiny on leakage to unrestricted subsidiaries and dividends from asset sales required and EBITDA pushback centers on capping the synergies/cost savings addback. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

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.

The Covenants and Americas Core Credit teams discuss Carnival’s new second lien notes, focusing on a mechanism that could cause a portion of the new notes to become unsecured. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

The Americas Core Credit team at Reorg previews what's to come in the week ahead and director of credit research Mark Fischer interviews distressed debt legal analyst Sean Daly on Sanchez Energy’s emergence from chapter 11 and remaining litigation. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

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, the team takes a look at Dutch retailer Hema and Spanish construction group OHL. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

The Covenants by Reorg team speaks to Muzinich & Co’s Senan Kiran about the multiple factors driving covenant pushback, of which the credit story is just one; the use if flexibility in documents: Caveat Emptor - know your documents; and IFRS 16, calculating covenant capacities and campaigning to increase transparency. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

In this week's episode, hosts Peter Washkowitz and Shweta Rao discuss special mandatory redemption provisions in high-yield bonds in light of the increasing number of mergers that are being terminated due to Covid-19. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

The Americas Core Credit team at Reorg previews what's to come in the week ahead and distressed debt legal analyst Kevin Eckhardt interviews general counsel and director of public policy of the LSTA Elliot Ganz on the details of the Kirschner case and the SDNY’s ruling. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

The EMEA Core Credit team takes look at gaming services provider and casino operator Olympic Entertainment's asset transfer, analyzes British automotive manufacturer McLaren and discusses German payment processor and financial services provider Wirecard making headlines once again. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

The Covenants by Reorg team speaks to Tim Alexander, head of strategy at Ardent Financial, about the unprecedented state of the markets during the Covid-19 crisis, the devolution of covenants, the illusion of protection and key pitfalls for investors, the opportunities presented by weak covenants for distressed investors and swinging the pendulum back to better protection and better compensation. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

The Americas Core Credit team at Reorg previews what's to come in the week ahead and reviews recent chapter 11 cases including 24 Hour Fitness, Extraction Oil and Gas, Pyxus International & Skillsoft If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

In this episode, the Covenants by Reorg team discusses the Serta controversy and how Apollo seeks to block the company from creating “first-out,” “second-out” and “third-out” tranches, three ways to bring in new money through super senior debt and how provisions in debt documents can be creatively employed to subordinate existing creditors. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

The Americas Core Credit team at Reorg previews what's to come in the week ahead and provides an analysis of Quorum Health’s bankruptcy and disputes over the company’s post-coronavirus valuation. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.