Obbligazioni SAIPEM (1 Viewer)

qquebec

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12 Febbraio 2009
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stranamente oggi la 2022 ha perso poco mentre la 2026 ha proseguito decisa il ruzzolone. Forse che la 2022 ha probabilitá di essere rimborsata prima che escano con qualche taglio sulle lunghe?
La 2022 sarà ultima ad allinearsi alle altre in caso di taglio
 

Wallygo

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ma mi chiedo.. possono tagliare/allungare il debito su un obbligazione senior ?
dovrebbe essere tutto su base volontaria ...mica è una sub MPS
 

angy2008

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Ho molto rispetto per la tua affermazione ma la vedo molto dura forzare il prospetto almeno della 2022 in così poco tempo ...io comunque non sono ancora entrato
in effetti se prendiamo ad esempio il caso Vallourec ci han messo diversi mesi prima di proporre la ristrutturazione dei bond e l'Adc, potrebbero farlo anche qua ma per la 22 dovrebbero correre e forse per questo che cala meno delle lunghe.
 

m.m.f

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Saipem CDS Update by jbchevrel, February 07, 2022
Saipem S.p.A. is an Italian multinational oilfield services company and one of the largest in the world. Until 2016 it was a subsidiary of Italian oil and gas supermajor Eni, which retains approximately 30% of Saipem's shares. Saipem Finance Intl BV [SPMIM] CDS is a constituent of iTraxx XOver since series s27 included. Today the 5y CDS widened +100bp to 1,165bp. This CDS now costs 21% upfront and 500bp running, vs -3% on Jan 26. A week ago, Saipem issued a profit warning. 2021 losses could amount to one third of its share capital [ c€2.1b]. Then said it will talk to creditors. Then it was confirmed that Saipem was evaluating a capital increase. This came as a surprise after late last year upbeat strategic plan under new CEO. Saipem was reported to be looking at a range of options incl. capital injection of €1-1.5b. Saipem cited “significant deterioration” in some onshore engineering and construction operations as well as in offshore wind, “due to the persistence of the pandemic and the current and prospective increases in the cost of raw materials and logistics.” Today, it was reported that JP Morgan analysts warned against potential haircut for credit investors, as part of capital increase. The company had €0.7b of cash on its balance sheet as at September, which may not be enough to repay creditors and meet working capital commitments in the coming months. Saipem’s €0.5b April notes closed at 86.75 after reaching an intraday low at 85, starting to reflect haircut real possibility. Saipem shares are still down more than 40% since Jan 28.
 

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