Posts tagged GENERAL
Sarria: we are expanding, new hires

As we embark on our exciting next growth phase we would like to announce two new hires.  

Sarria strengthens its analyst team with the hire of Edward Lewisohn. Ed will assist in expanding our coverage up the quality curve into the more event driven and opportunistic space. This will compliment the deep dive analysis the team will continue to produce in the special situations and distressed space. 

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Private Equity CLOs - comment

Absence of evidence is not evidence of absence… Or so it has been going with the magic injection of equity into LBOs and leveraged refinancings throughout the pandemic. I know I’m naïve. So I only first observed this phenomenon on Lowell in 2020. We were proposing a refinancing transaction that would

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Wolfgang FelixGENERAL
Beyond Black-Outs / Risk Summaries

All,

Black-outs in Germany should be over by February and consumer confidence / disposable income will take time to drop to the point we will be pricing in by Christmas when we get more reliable readings. Soon the world will have had nine months to adjust to the war in the Ukraine and, unless there is a significant turn of events, we’ll settle into the new reality -

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Wolfgang FelixGENERAL
Luxury Cars - comment

We have recently focused on Aston Martin and its wrestling with supply chain issues in the first half of the year. However, we noted that Aston’s order book has been strong. Further evidence that those that can afford supercars are not cutting back yet was in Ferrari’s results. Ferarri, one of Aston’s key competitors, saw

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General - comment

As we are headed into the airport chaos to meet some of you in the US, the below graph caught our attention this morning. The first graph below is very high-level, but it tells clear enough a story - so far. Down with the elevator and up with the stairs, we are - two years later

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Wolfgang FelixGENERAL
Risk Summaries

We’ve introduced a new feature on the service called “Risk Summaries”. Once you log in you will notice it on the right under “Risk Summaries”, divided by “Yield” and “Event-Driven” as per the image below. Please click on the plus sign to read the summary.

We are always open to feedback, suggestions on coverage and new features. Just send us an email or reach out by phone.

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Sarria/Bloomberg Presence

As part of our ongoing effort to improve our communication, we have begun making the pdf files of our analysis available to you also via Bloomberg.

Note, that these files are available and visible only to clients. We hope you

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Wolfgang FelixGENERAL
Saipem - comment

Saipem released a profit warning on Monday after a review of their backlog of contracts. The ongoing pandemic and increase in cost of raw materials and logistics seems to have led to a write-off, reducing Saipem’s

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Tomás MannionSAIPEM, GENERAL
Sarria NAV

All,

The pandemic is dragging on and global recovery is slower than we thought only a year ago. 2021 has been another tough year in many ways. Meanwhile however, at Sarria we have much to be thankful for. Following our 16.4% return in 2020 (net, unlevered), our (paper) book has performed even better since then.

2021 has given Sarria the chance to demonstrated the alpha inherent in hard work and in our unique setup among some of the smartest accounts on the Buyside. Our trusted analysts’ diligent and conclusive analysis and your questions, your answers and your confidence has allowed you and us to gain comfort on some of the more challenging, opaque and misunderstood names in the market, generating truly outsized returns.

The result has been a staggering return on NAV of 36.8% (net unlevered) in 2021 and I want to thank Team Sarria and You, our clients, for making this think tank happen.

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Wolfgang FelixGENERAL, SARRIA