Updated
Updated · Bloomberg · Jun 22
Deutsche Bank Urges Shorting Paragon’s €450 Million Bond as Fair Value Drops to 70-75 Cents
Updated
Updated · Bloomberg · Jun 22

Deutsche Bank Urges Shorting Paragon’s €450 Million Bond as Fair Value Drops to 70-75 Cents

2 articles · Updated · Bloomberg · Jun 22

Summary

  • Paragon’s 2030 senior secured notes should trade at 70 to 75 cents on the euro, Deutsche Bank analysts said, well below the bond’s current 83-cent price.
  • The bank advised investors to short the debut bond because it sees the UK business services group as overly reliant on acquisitions to drive growth, raising credit risk.
  • The €450 million high-yield note was issued by PCC Global in November as part of a broader refinancing, making Deutsche Bank’s call a direct challenge to the market’s current valuation.

Insights

Paragon's bond trades at 83 cents, but analysts say 70. Who is misjudging the risk?
With a looming refinancing wall, is Paragon's M&A growth strategy now its greatest liability?