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Klöckner Pentaplast · 12 slides

Klöckner Pentaplast

Priming AmendmentsSenior Facilities Agreement

CREDIT TOOLS
Slide 05a

Priming Amendments / Pro Rata Sharing / Waterfall Protection

SFA

Without the consent of each Lender, no amendment or waiver shall have "the effect of changing or which relates to":

"the order of priority in the Intercreditor Agreement in a manner adverse to the interests of the Lenders (in their capacity as such), provided that, for the avoidance of doubt, any Permitted Structural Adjustment or the introduction of an Additional Facility or any other **Permitted I

"Clause 34 (Sharing among the Finance Parties) to the extent such change would adversely affect the interests of the Lenders (in their capacity as such), provided that, for the avoidance of doubt, any Permitted Structural Adjustment or the introduction of an Additional Facility or any ot

"in each case [of the above] other than as required to implement or reflect":

"any Permitted Structural Adjustment"

"any Additional Facility pursuant to Clause 2.2 (Additional Facilities)" or

"any other Permitted Indebtedness"

Overview

Consent of each Lender required for amendments to the ICA waterfall order of priority and the pro rata sharing provision (Clause 34)

Such sacred rights expressly apply to other amendments that (x) relate to such provisions or (y) have the effect of changing such provisions

Such sacred rights expressly exclude Permitted Structural Adjustments, Additional Facilities, and Permitted Indebtedness — such transactions are per se deemed not adverse to the interests of the Lenders

Broad ability with Majority Lender consent to incur Additional Facility debt or other Permitted Indebtedness on a priming or super-senior basis without triggering all-lender sacred rights; corresponding ICA waterfall and Clause 34 amendments are expressly carved out

Notably, the manner in which enforcement proceeds are distributed requires only Super Majority (not all-lender) consent to amend — a significant vulnerability relative to more creditor-protective intercreditor structures

Consent of only the Super Majority Lenders is required for amendments to the "nature or scope" of the Charged Property and release of Transaction Security

“Structural Adjustments”

The Senior Facilities Agreement allows "Permitted Structural Adjustments" with only the consent of the participating Lenders and the Obligors' Agent (no consent of any other Lender required), to make certain changes, including:

re-designation or transfer of all or any part of a Commitment and/or participation in any Utilisation to a new tranche or facility established as an Additional Facility or pursuant to a Structural Adjustment — requires only the individual consenting Lender and the Obligors' Agent, no other person's

introduction of a new Additional Facility tranche — relevant Additional Facility Lenders only, with no requirement to offer participation rateably to existing Lenders; and

with the consent of the Majority Lenders (in addition to participating Lenders): any Structural Adjustment that increases the Commitments or reduces the tenor of any Facility; any amendment required to implement or reflect a Permitted Structural Adjustment or Additional Facility is **bin

The Structural Adjustments / Additional Facility framework could move favored lenders into a separate tranche without the consent of non-participating lenders

Such features could be used to execute a non-pro-rata uptier: (i) coordinated lenders satisfying the dual Majority Lenders threshold (>50% EUR pool and >50% USD pool) agree to a Structural Adjustment or Additional Facility creating a new super-senior tranche; (ii) their existing participations are r

(1) (1) Total Commitments (as of closing date February 9, 2021): Facility B (EUR) €600m + Original RCF €124m = EUR pool €724m; Facility B (USD) $725m. Majority Lenders dual threshold (non-acceleration mat
(2) (2) Super Majority Lenders percentage requires cross-reference to Clause 1.1 Definitions; the full definition was not included in the curated source text — further diligence necessary. Standard Europe
(3) (3) No U.S.-style Refinancing Amendment mechanism exists in this SFA. Refinancing / replacement tranches are achieved via: (i) the Additional Facility framework (Clause 2.2) — new tranches offered to
(4) (4) ICA Clause 27.5 (Snooze/Lose): referenced in ICA Clauses 27.1 and 27.2 as an exception to the ICA amendment consent framework, but the full text and response period were not included in the curate
(5) (5) Permitted Indebtedness / Permitted Collateral Liens: super-senior secured debt permitted up to the greater of €150m and 50% LTM EBITDA following the Designation Date trigger, plus the Revolving Fa
Score: 91/100Privileged and Confidential

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