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Analyses on G.P. Global-M (4)
- April 23, 2026
- March 23, 2026March 23, 2026
- Follow-up
IPM After the Refinance: What the Bilateral Shift Is Really Worth
IPM's post-refinancing bilateral shift is creating real value, but the ILS 1.22bn enterprise value rests not only on more bilateral sales but also on lower transition risk and a long residual-value tail, while working capital and infrastructure costs absorb part of the improveme…
- Follow-up
G.P. Global Power: How IPM's Value Gets Trapped on the Way to the Parent
IPM's value is real and improving, but it is still not the same thing as accessible value for the listed parent's shareholders because every layer of the structure holds a prior claim on the cash coming up.
G.P. Global Power 2025: IPM Is Stronger, but the Value Is Still Trapped at the Holdco
IPM improved materially in 2025 through a broader bilateral-sales mix and partial refinancing, but most of that improvement still does not arrive cleanly at G.P. Global Power's common shareholders because the listed entity remains a cash-thin holdco with parent-level debt and a…
