Celulosa Argentina’s Debt Drama: Restructuring Ahead?
📉 Celulosa Argentina announced it's hiring advisors (Balo Columbus) to analyze strategic alternatives for restructuring its debt profile, signaling potential payment difficulties on its corporate bonds (ONs).
❓ The company's stock price plummeted 85% in the months *before* the debt restructuring announcement was made public, raising concerns and questions about potential insider information leakage prior to the news.
🤔 Despite the speaker expressing personal dislike for the company based on past experiences as a supplier, it was noted some related purchases were made around the announcement (potentially bonds), indicating a complex investment situation.
Celulosa Argentina Restructures Debt: Red Flags Raised
📉 Celulosa Argentina announced it hired financial advisors to analyze strategic alternatives for restructuring its debt profile, essentially signaling inability to pay its corporate bonds (ONs).
🚩 Significant concern arises from the stock price dropping 85% in the months *before* the restructuring announcement, raising questions about potential insider information leakage.
⚠️ Rating agency Fix downgraded Celulosa only *after* the negative news broke and the price collapsed, highlighting perceived failures in timely risk assessment for investors.
