Fitch 10 Most Distressed LatAm Corporates: If OODFL Defaults, Recovery to Be Above Average
OREANDA-NEWS. With default a real possibility for Odebrecht Offshore Drilling Ltd. (OODFL), investors who wait could expect an above average recovery, according to this final report in Fitch Ratings' 10-report series on the 10 Most Distressed LatAm Corporates.
One report was released each day through Feb. 12 per the schedule found at the bottom of this release.
'Using a discounted cash flow analysis, we expect an average recovery of 80%. A liquidation scenario would result in significantly lower recovery given distressed market conditions,' said Cinthya Ortega, Director.
The recovery analysis assumes a dayrate between USD250,000 - USD300,000 for ODN I, ODN II and Norbe VI; daily opex below USD175,000, uptime levels below 95%, and proceeds from the sale of Tay IV of no less than USD50 million.
The recovery analysis incorporates the possibility that dayrates may be renegotiated, but also assumes that existing Petrobras rig contracts will not be terminated.
A negative rating action would be triggered if the notes are restructured to avert probable payment default.
Fitch's 10 Most Distressed LatAm Corporates series will be released one report per day as follows:
Feb. 1st: Samarco Mineracao S.A.
Feb. 2nd: Companhia Siderurgica Nacional
Feb. 3rd: Pacific Exploration and Production Corporation
Feb. 4th: GOL Linhas Aeresas S.A.
Feb. 5th: Oi S.A.
Feb. 8th: GeoPark Latin America Limited Agencia en Chile
Feb. 9th: Ajecorp B.V.
Feb. 10th: TV Azteca, S.A.B. de C.V.
Feb. 11th: QGOG Constellation S.A.
Feb. 12th: Odebrecht Offshore Drilling Finance Ltd.
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