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Commentary & Deal Flow

PRICED: Tereos E300m 6.25NC2 sr notes 8.125% at 100

HYC European Market: Deal Flow - General

Tereos Finance Groupe I SA (TEREOS) EUR300m 144A/Reg S sr notes due 04/30/32 (6.25y). NC2.25 (04/30/28) (MWC B+50bp), then at 104.0625 04/30/28, 102.0313 04/30/29, 100 04/30/30. Equity claw: 2.25y 40% at 108.125. NR/BB-/BB (--/negative/stable). Via BNP (B&D)/Natixis (logistics) jt physical books/Rabo jt glocos/CA/CIC/Commerz/GS jt books. No reg rights. List ISE. NY law. CoC at 101. Pays April 30 aand Oct 30, starting 04/30/26 (30/360). Denoms: 100kx1k. Settles 01/21 (T+5). Reg S ISIN: XS3266484180. IPT: mid 8s. Price talk: 8.25% area.

Priced: 8.125% at 100. +560bp vs DBR 1.70% 08/15/32.

Roadshow (1x1s) 01/12-14 (investor call at 10:30am UKT 01/12). Books closed at 1pm UKT 01/14. UOP: along with EUR55m cash on hand, to repay its EUR350m 4.75% sr notes due 04/30/2027 (will redeem after they are callable at 100 on 04/30/26). Biz: The cooperative agro-industrial group Tereos is a union of more than 12,000 Cooperative Associates and specializes in the processing of sugar beet, sugarcane, cereals, and potatoes. HQ: Mousy-le-Vieux, France.

EverCall GIC registration link: https://evercall.co/oacc/56385; Deal Roadshow entry code: ALPHABET2026.

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