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Yet Another Value Podcast
Andrew Walker interviews investors about actionable value and event-driven ideas, with each episode centered on a company, security, or investment thesis.
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Randy Baron's "Spicy" Victoria PLC Pitch
Victoria PLC is a levered special situation whose 95% share-price collapse and distressed capital structure created mispricing.The £145 million 2028 notes and Koch’s PIK preferred drive sequencing risk, while each 5% volume recovery could add about £25 million of EBITDA.Asset sales and savings may support survival; another 20% demand decline would imply a “nuclear event.”