Reorg Research

Our weekly recap and look ahead to next week features Twitter, Bang Energy, Revlon and 3M. We’ll be taking a brief recess from our weekly deep dive segment but will be back soon with more premium content. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - The ongoing M&A process of U.K. retailer Matalan; - The first European installment of our Expert Views series of on how some direct lenders are avoiding losses in times of volatility; - Global resin-based consumer goods producer Keter’s A&E request, and; - An overview of the primary market. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - French IT consulting company Atos, which has seen its bonds come under pressure; - Luxembourg-headquartered metals and mining group Metalcorp which withheld a €70 bond principal payment on Monday of last week, triggering a 40-point drop in its 2026 bonds; - Non-Standard Finance and Morses Club, two subprime loan providers which are both looking to implement a scheme of arrangement; and - A roundup of the latest from the European primary market. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.

Our weekly recap and review of most read stories features Twitter, Altera, Kabbage, Juul and more. After a look ahead to next week, Reorg’s Kevin Eckhardt joins the podcast for a Deep Dive segment discussing his recent experience moderating a panel discussion with bankruptcy judges, practitioners and academics at the Chicago Conference on Judicial Valuation. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.

In this special edition of the Reorg Americas Core Credit Podcast, the Loan Syndications and Trading Association’s Meredith Coffey, also a member of the Federal Reserve’s Alternative Reference Rates Committee, discusses the transition to SOFR with Reorg’s head of primary, James Holloway. The conversation comes as about $4 trillion of leveraged loans are due to transition from Libor by the end of June 2023. Reorg’s Sept. 16 article highlighted the efforts by some lenders to push back against the efforts of borrowers to switch to SOFR without according them a credit spread adjustment.

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - U.K.-based casual dining chain Pizza Express’ waterfall model; - U.K. value retail group Matalan, its strategic sales process, the terms of its debt recapitalization; - Luxembourg-headquartered metals and mining group Metalcorp facing default; and - A roundup of the latest from the European primary market. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.

This week, we take a look at: - Brightspeed pulls $3.9B debt offering - Cineworld judge denies Cineplex stay request - SAS judge says motion is a "flagrant violation" of bankruptcy code We’re taking a brief break from our Deep Dive segment for this week’s podcast, but will be back soon with more premium content. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: German TV group Tele Columbus’ loan term loan B and bond have come under pressure in recents months; Roundup of the primary market at the moment; Highlights of the IPEM conference in Cannes last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.

This week, we take a look at Citrix Systems, Hertz, Pennsylvania Real Estate Investment Trust and Puerto Rico. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: French IT services company Inetum and Portuguese specialty crop nutrition provider Rovensa are expected to price this week; Extracts of last week's webinar covering the first use of the Part 26A Restructuring Plan in the SME market by Houst Ltd. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.

This week, we take a look at Cineworld, Twitter, Revlon and Bausch Health. For this week’s Deep Dive, Americas Core Credit by Reorg Deputy Managing Editor Kevin Eckhardt joins us to discuss the ramifications of a recent panel decision of the U.S. Court of Appeals for the Ninth Circuit reversing Judge Dennis Montali’s December 2019 ruling in the PG&E case that unimpaired, unsecured creditors are not entitled to postpetition interest on their claims at the contractual default rate in a solvent debtor case.

This week, we take a look at Cineworld, Twitter, Highland Capital Management and SAS. For this week’s deep dive, we offer a replay of our August webinar, “Winter Came for Covid-Era Darlings?,” during which Reorg’s Harvard Zhang hosts a panel of experts who discuss the current state of distress in crypto and tech as well as the circumstances that led the market to where it is and what the future may hold.

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: How hybrid bonds issued by Nordic real estate companies are attracting investors’ attention. Why with a large share of high-yield bonds trading well below par, bond buybacks have become a key tool for companies to opportunistically reduce their debt. The impact of the IMF’s three-year $1.3B loan package to Zambia and the concerns of the sovereign’s creditors. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.

This week we take a look at Bed Bath & Beyond, Lumileds, Bausch Health and Talen Energy. For this week’s deep dive, we offer a webinar replay where Reorg legal and credit analysts speak to special guest lawyers Tiago Assunção and Daniel da Silva e Melo of the Manuela Antonio Law Firm about Macau’s recently amended gaming law that is likely set to take effect in the second half of 2022 and how it might impact the operational, financial and regulatory landscape for casino operators.

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. On this week’s podcast, we discuss: - The challenges German plastics packaging group Kloeckner Pentaplast is facing in the current macroeconomic environment. - The new winding up petition brought against Cineworld in the English High Court. - The current deals in the European Leveraged loan market. - Nostrum Oil & Gas’ scheme of arrangement and what it tells us about the English courts’ approach to creditors who are sanctioned as a result of Russia’s invasion of Ukraine. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes: Key takeaways from the cash flow and legal analysis we published last week on German real estate company Adler Group, which also published its earnings today. The testing, inspection, certification and compliance, or TICC, sector and a few summer deals which have kept direct lenders busy. U.K. food retailer Iceland, whose bonds have declined since mid-August, as the company faces an increasingly challenging economic environment. Reorg is always looking for feedback to help us improve the podcast experience. Please take a moment to complete this short survey and let us know how we’re doing. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

This week we take a look at Bed Bath & Beyond, Carestream Health, Bausch + Lomb and our Aggredium-powered analysis of the cruise industry. We’ve got a double dose for listeners this week. First, a crossover from our sister EMEA core credit weekly podcast where Reorg’s Harvard Zhang brings us the latest on a potential Cineworld chapter 11 and Mark Fischer shares some insights on the cruise sector, powered by data from Aggredium. Next, we offer a webinar replay where the Reorg team discusses the latest events surrounding Bausch Health including its proposed spinoff of its Bausch + Lomb business to shareholders, threats from competition for the company’s Xifaxan drug in light of patent challenges, and a pending maturity wall.

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: Italian bank Monte dei Paschi di Siena and the possibility of a capital increase; The latest on Cineworld after it said a chapter 11 filing was one route it could follow to achieve its restructure objectives; Insights on the cruise sector, powered by data from Aggredium. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

This week we take a look at Endo, Altera, Revlon and Geo Group. For this week’s deep dive, we offer a replay of our July webinar, where the Reorg team discusses Puerto Rico’s two largest remaining debt restructurings - the Puerto Rico Highways and Transportation Authority and Puerto Rico Electric Power Authority - and walks through post-restructuring challenges the commonwealth faces as well as critical milestones in 2022 and beyond. Reorg is always looking for feedback to help us improve the podcast experience! Please take a moment to complete the short survey in the link below and let us know how we’re doing. www.research.net/r/Reorg_podcast_survey

Each episode of Reorg's weekly podcast series features discussion of issues and companies across the credit lifecycle. Included this week: Swedish cosmetics group Oriflame’s cash flow model; An overview of the primary deals that we are predicting will come to market after the summer break. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey