Octus Radio

This week we take a look at OSG Group, Avaya, Talen Energy and Bausch Health. We are taking a brief recess from our weekly Deep Dive but will be back next week with more premium content.

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: - A summary of high-yield and loan credits with maturities in 2023, as a challenging primary market makes refinancing difficult. - The latest news on German real estate company Adler Real Estate. - An overview o...

This week we take a look at U.S. Renal Care, Bed Bath & Beyond, Revlon and Voyager Digital. We’ll be taking a brief break from our Deep Dive segment this week but will be back soon with more premium content. 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. https://www.research.net...

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 short-dated bonds of U.K. car manufacturer Jaguar Land Rover, and why they are considered attractive. - U.K-based hosting and management platform Houst’s restructuring, which was the first successful use o...

This week we take a look at Aearo, Bausch Health, Gulfport, Boy Scouts and DIP Lender Strategies. We’ll be taking a brief break from our Deep Dive segment this week but will be back soon with more premium content.

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 restructuring of Scandinavian Airlines, or SAS, which has filed for Chapter 11. - Ukrainian oil and gas company Naftogaz and the state’s sovereign debt situation. - The latest developments in the European...

This week we take a look at Celsius Network, Twitter, Audacy and cruise operators. We’ll be taking a brief break from our Deep Dive segment this week but will be back next week with more premium content.

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: - Belgian manufacturer of bathroom products Ideal Standard, which has seen its bonds fall steeply since Russia’s invasion of Ukraine; - Ukrainian oil and gas company Naftogaz and the state’s sovereign debt situa...

This week we take a look at Celsius Network, Endo International, Talen Energy and Bed Bath & Beyond. For this week’s Deep Dive, we offer a replay of a June webinar where Mark Fischer, director of credit research at Reorg, Peter Washkowitz, head of Reorg Covenants, and Simran Bal, distressed debt analyst, provide an overview of the significant headwinds in front of financial and retail technolo...

This week we take a look at Voyager Digital Holdings, SAS, Altera and Talen. We’ll be taking a brief break from our Deep Dive segment this week but will be back next week with more premium content.

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: - Hilding Anders’ restructuring plan; - 888 Holdings’ new debt package and the investor pushback it underwent; - Ukraine’s state oil and gas company Naftogaz and the country’s sovereign debt situation; and - The...

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 English High Court’s recent judgment on the winding up of Galapagos SA; - German discount retailer Takko’s restructuring options; - An increasingly common carveout in bond and loan documentation allowing b...

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 near-term challenges facing German tissue paper manufacturer Wepa; - Russia’s eurobond Default - U.K. bricks and mortar retailer Matalan's new financing; - An overview of the primary market. If you are not...

This week we take a look at Crédito Real, LATAM Airlines, TPC Group and Mallinckrodt. We are taking a brief recess from our weekly Deep Dive but will be back next week with more premium content.

This week we take a look at Revlon, Altera, Endo and TPC Group. For this week’s Deep Dive, Senior Covenants Analyst Julian Bulaon speaks with Eitan Goldberg, a senior finance attorney who recently joined Proskauer’s Private Credit Group. Goldberg and Bulaon reflect on Goldberg’s experience practicing in the worlds of both syndicated lending and private credit, which - despite historically serving...

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: - Nostrum Oil & Gas’ Scheme of Arrangement - Last week’s Global ABS conference in Barcelona and the current state of the European primary market - Greek cooler and glass manufacturer Frigoglass and its poten...

This week we take a look at Revlon, Bausch Health, Tenneco, Scandinavian Airlines and retail chapter 11 trends. For this week’s Deep Dive, Kevin Eckhardt, senior legal analyst for Americas Core Credit at Reorg and friend of the podcast, joins us to discuss Jarkesy v. SEC, a recent decision out of the Fifth Circuit court of appeals where the panel held that the SEC’s use of administrative law judge...

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 care home group Orpea’s new financing package; - Our latest cash flow model for French contract catering company Elior; and - Updates on the primary market and the ongoing fallout from Russia’s invasion...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week, we speak about: Signs of life in the high yield bond and leveraged loans market The impact of carmaker McLaren’s first-quarter results report on its bonds The issues facing tech groups Yandex, Ozon and VK Company as a result of Russia’s invasio...

This week, we take a look at Talen Energy, Diebold Nixdorf, Service King and TPC Group. Having nearly reached the official halfway point of 2022, for this week’s Deep Dive, we take a look back at some of the past year’s leading trends in the leveraged loan market in a replay of a webinar featuring Peter Washkowitz, head of Americas Covenants, discussing the continued evaporation of lender protecti...

This week we take a look at Talen Energy, Bausch Health, Twitter and Telesat. We’ll be taking a brief break from our Deep Dive segment this week for the Memorial Day weekend but will be back next week with more premium content. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week, we speak about: - French care home operator Orpea and the new financing agreement with its core banking pool under the French amicable conciliation procedure. - Supermarket chain WM Morrison’s €545 million senior secured notes, which priced thi...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week, we speak about: - Sweden-based B2B distribution services provider OptiGroup’s new €515 million term loan, which was pulled last week. - The revised restructuring plan for Austrian packaging company Schur Flexibles, which is based on a counterpr...

This week on Reorg's Americas Core Credit podcast, we take a look at Talen Energy, Coinbase, Bausch Health and No Surprises Act litigation. In light of the ongoing conflict between Russia and Ukraine, for this week’s Deep Dive we offer a replay of our March webinar where Reorg’s Shan Qureshi joins Fiona Huntriss and Matthew Getz of Pallas Partners LLP to provide an overview of Russian sanctions fr...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week, we speak about: - The impact of sanctions related to Russia’s invasion of Ukraine on Petropavlovsk; - The trend towards the pre-marketing of primary deals in Europe; - Belgian personal hygiene product manufacturer Ontex and events that could mo...