Top Tweets for #LevLoans
🚨 SCOOP: A big development in the covenant wars / #LME battleground... Now Sponsors are adding *Law Firms* to DQ ("disqualified") lists.
DM us for the full story, or subscribe for a FREE 9fin trial.
#DistressedDebt #LevFin #LevLoans #LMEs #Restructuring
Lev loan default rate higher than HY for 16th month.
Cov-lite not feeling so "lite" these days.
#LFT #HighYield #LevLoans
7 new loan deals came to the market yesterday as the risk-on environment paves way for new issuance
While most were for refi, we did see the return of the LBO to the loan market as Arconic launched a $1bn deal to finance the Apollo LBO
#LevLoans
@f_wintersberger @dlacalle_IA @fkronawitter1 @concodanomics @chigrl @TheMarketDog @MarcGoldwein @AvidCommentator @pietphc @PriapusIQ @jimiuorio @OKalleklev @BobEUnlimited @BlacklionCTA @LizAnnSonders Thanks for including me in such a list with great people! #LevLoans these weeks have been in liftathon mode…they are my favorite “recession fear” indicator, so it appears that consensus is strongly changing for “soft landing” even among the PE guys! Will keep you posted! 🤓
Sustainable Junk is back and looks at how the energy crisis continues to ravage ESG ambitions in Europe. 9fin’s Josh Latham and Toby Udofia look at Graanul Invest, the influence of #privateequity backed companies and the #levloans round up.
Read it here https://t.co/PEeJ3UhXGj
LevFin Fam: What we think of this Citrix deal?
#LFT #HighYield #LevLoans #SentimentCheck
https://t.co/ASOcT7oP9X
There is going to be a massive, multi-bagger opportunity in buying cyclical, levered equity stubs over the next 12 months.
Picking the right ones and timing of entry are the two most important factors.
#LevFinTwit #HighYield #LevLoans #LFG
Less than 1% of the lev loan market is currently bid at par or higher vs. 40%+ in January 2022. #LevLoans
Special Situations Weekly: This week’s report covers China Evergrande, Diamond Sports, Belk, Ligado, Aeroméxico, Telesat, and more. #specialsituations #restructuring #bankruptcy #markets #finance #leveragedfinance #levloans #loans #bonds
Request report: https://t.co/dlMHZqPNCJ
A crazy day in #HighYield and #LevLoans today. Earnings, distressed updates plus new primary deals = A perfect storm! No better time to be a @9finHQ subscriber to stay on top of all the action. #LevFin
Check out @LisaLeereporter and I's story about how debt investors are preparing their portfolios for inflation. #inflation #hyb #levloans #highyield #levfin #bonds https://t.co/RuzGIjWurC
So far 'Covenants will Reset' thesis proving completely false - in spite of largest recession in memory. No sign of tighter terms / investors using inc'd bargaining power. Remember #LevLoans used to have 4 maintenance covs. #HighYield used to only have RP if they made Net Income.
here is a thing that everyone in CLOs knows, but is still kind of funny. 1/
Evonik’s Madrid loan gets traction to clear at deep discount
https://t.co/Enpyn8xLXF
👇Good point in this. ‘Default rates are low’ line is trotted out a lot... Defaults rates in the traditional sense are not likely to be as good an early warning sign this cycle. No covenants to breach, cashflow becomes the trigger. #ExtendAndPretend #Levfin #LevLoans
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