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Commentary & Deal Flow

EM/HY IPT: WE Soda $750m 5NC2 sr sec notes mid 9% area, pxg today

HYC US Market: Deal Flow - GeneralHYC European Market: Deal Flow - General

EM/HY: WE Soda Investments Holding Plc (WE SODA) US$750m 144A/Reg S sr sec notes due 10/06/28 (5y). NC2 (MWC T+50bp) (50%,25%,par). Equity claw. NR/B+/BB- (--/negative/stable). Via BNP/GS/JPM (B&D) jt glocos/DB/Emirates NBD Capital/MUFG/EMEA plc/PNC/BOC jt books. No reg rights. List ISE. NY law. Pays semi (30/360). Settles 10/06 (T+6). Reg S ISIN: USG95448AA75.

IPT: mid 9% area.

Investor calls started 09/25 (global investor call at 11.30 AM NY / 4.30 PM UK 09/25). Pricing today. Run off the EM desk in London. UOP: repay debt. Biz: the world's largest producer of natural soda ash with one of the lowest cash costs of production globally (operations are in Turkey, but it exports globally). HQ: London, UK.