Carlson Travel Inc (CWT) – How much is enough? Please refer to our unchanged analysis here. A month after missing the coupon on its 10.25% 1st Lien New Money Notes and entering negotiations with bondholders, CWT announced an Read More Aengus McMahon19 July 2021CWT
Carlson Travel Inc (CWT) – Short vs Medium Term Please refer to our unchanged analysis here. Relative to our model, the latest US business travel data and comments lend themselves to only a minor improvement of our forecast, extending Read More Aengus McMahon18 June 2021CWT
Carlson Travel Inc (CWT) – Filling the capital tank We are initiating on CWT. Please find our analysis here.CWT is close to the definition of a COVID recovery play. But what are the economics and how can we position ourselves? The shutdown of all Read More Aengus McMahon8 June 2021CWT
