Updated
Updated · Bloomberg · Jun 11
Patrick Drahi Squeezes Holders of $22 Billion Optimum Debt as 2027 Maturities Loom
Updated
Updated · Bloomberg · Jun 11

Patrick Drahi Squeezes Holders of $22 Billion Optimum Debt as 2027 Maturities Loom

2 articles · Updated · Bloomberg · Jun 11

Summary

  • $22 billion of Optimum Communications debt has been pushed into a tighter corner by Patrick Drahi, extending the hardline restructuring tactics he recently used in France.
  • Optimum — formerly Altice USA — is struggling in the highly competitive cable-TV and broadband markets while carrying borrowings described as unsustainable.
  • Debt maturities start coming due next April, increasing pressure on creditors as the company seeks room to manage its capital structure.
  • The squeeze comes after a steep erosion in equity value: Optimum's market capitalization has fallen from $16 billion to about $600 million over the past five years.

Insights

Could one man's legal fight with his lenders rewrite the rules for America's corporate debt market?
Is a tycoon's high-stakes debt gamble a financial masterclass or a blueprint for corporate destruction?