EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Corporate HY & Distressed Opportunities: Recent coverage includes...

Sarria - Credit Opportunities

Iceland - Energy costs, food inflation, and return to workplace post-Covid all weigh on recent bond movements.
Tullow Oil - Spend a dollar to make a dollar; only hedged on the upside for 60% of their planned FY22 production at $78/bbl.
Vallourec - Opportunity in an ill-fitted balance sheet?

Click here for further details and updates on several other names including Douglas, Matalan, Standard Profil and TAP.

Edition: 132

- 01 April, 2022