No results found for "".

Commentary & Deal Flow

NEW ISSUE: Dhafrah PV2 Energy US$870.75m (WNG) June 2053 Green Sr Sec Bond; T+130A

IGC European Market: Deal Flow - GeneralIGC US Market: Deal Flow - General

Dhafrah PV2 Energy Company LLC (DHAENE) exp A3/A (s/s) US$870.75m (no grow) 144A/Reg S 26.5y sr secured green bonds. Final Maturity: 6/30/53 (5-year tail to end of PPA). Repayment / Average Life: Semi-annual payments starting 30 June 2026. Expected WAL of around 17.0 years. BNP/HSBC (B&D) as JGCs. CACIB/MUFG/StanChart/SMBC as JBRs. UOP: Prepayment of all existing senior debt facilities; Payment of residual amounts under the EPC agreements; Payment of transaction costs. Pricing 1/8. Settle 1/15 (T+5). IPTs: CT20+130 area.

OTHER:

Security Package

Bondholders share in project security pari passu with working capital facility

Security taken over all of the material assets of Plant. Onshore – (UAE law) and offshore – (English law)

Listing

ISM

Rule 144A CUSIP / ISIN /
Common Code

25241MAA5 / US25241MAA53 / 311640852

Reg. S ISIN /
Common Code

XS3092022444 / 309202244

Governing Law

Bonds and Indenture – New York; Collateral and Intercreditor Agreement and Accounts Agreement – England and Wales; Security – England and Wales and the Emirate of Abu Dhabi and the Federal Laws (as the case may be)

Use of Proceeds

Prepayment of all existing senior debt facilities

Payment of residual amounts under the EPC agreements

Payment of transaction costs

DSCR Requirements

Event of Default = 1.05x (12-month historical); Distribution Lockup = 1.10x (12-month historical and P90 forward looking)

Reserve Accounts

DSRA Required Balance: equal to the scheduled debt service during the 6 month period succeeding a repayment date (excluding working capital facility)

Key Covenants

No additional indebtedness permitted (save for Permitted Indebtedness which includes the Senior Debt, funds provided by Shareholders in the form of Shareholder Loans and trade indebtedness in the aggregate amount of USD 5M, subordinated debt subject to provisions of the Indenture and the Collateral and Intercreditor Agreement, indebtedness incurred in connection with any Capital Cost Payment Rebates, and any other financial indebtedness in the aggregate amount of USD 5M)

Make-Whole at the Treasury Rate plus 50bps for optional redemption and compensation and termination of the PPA

Mandatory redemption offer (at par) upon occurrence of certain events relating to asset sales and insurance proceeds

101% put option for investors if Government of Abu Dhabi ceases to indirectly control more than 50% of issuer

Emirate of Abu Dhabi sovereign support for certain termination payments relating to the PPA

Share Transfer Restrictions

No transfer by international shareholders prior to end of initial O&M period (April 2026)

No transfer by international shareholders below 10.2% total ownership before the fifth anniversary of PCOD

No transfer by international shareholders beyond this date unless either to an investor with gross production capacity of at least 250 MW or international shareholders remain above 10.2%