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Borrower

V••••• M•••• I••••••••• H••••••• L••••••

Diversified Telecommunication Servicesgroup grade Aon a schedule nowsponsor unattributed
Also written as: V••••• M•••• Inc; V••••• M•••• Secured Finance PLC; Vmed O2 UK Financing I PLC

What matters now

  1. 100¢ → 100¢
    consensus mark

    Consensus mark 100¢ on cost, up from 100¢ a year ago, 94¢ last quarter.

    Q2 2026 · The lenders' own valuations moved back up.

    Derived1 of 1 lender' own marks, weighted by principal
Mark path, consensus per quarter end
Q2 2025: 100¢Q3 2025: 101¢Q4 2025: 101¢Q1 2026: 94¢Q2 2026: 100¢100¢ · 101¢ · 101¢ · 94¢ · 100¢Q2 2025 to Q2 2026
Principal held
at least $4,000
sum of BDC pieces, a lower bound
Fair value
$4,000
n/a on cost, debt pieces
Unfunded
Not disclosed
commitments not yet drawn
BDC lenders
2
1 on the latest quarter
Facilities
2
0 equity pieces beside them
Next maturity
May 15, 2029
no dated debt inside 24 months
On the tape since
Sep 30, 2024
latest Jun 30, 2026
Events
5
dated, non-routine
Lender marks
each lender's own fair value over cost at Jun 30, 2026, folded to one row per lender
LenderExposureCurrent markQoQ change
A••••• D••• S•••••••• B••$4K100¢+6 pts
Every BDC piece · 1 position across 1 lenderlargest principal first, with instrument and rate
BDCInstrumentPrincipalFair valueRate
A••••• D••• S•••••••• B••term loan first lien
F•••• L••• S•••••• D••• - C•••••••• B••• I••••••• R••• 5.50% M••••••• D••• 05/15/2029
$4,000$4,000
100c
5.50%
Capital structure as the BDCs see it
latest quarter end Jun 30, 2026
FacilityHeldOn costPricingMaturityBDCs
first lien term loan first lienat least $4,000n/a5.50%May 15, 20292
other lien unstated
exited Dec 31, 2024
at least $1.4M101cS+325 bpJan 31, 20291
Through time
the borrower's pieces summed across BDCs, every quarter end
Quarter endBDCsPrincipal heldFair valueOn costPIK pieces
Jun 30, 20261$4,000$4,000100c0
Mar 31, 20261$56,000$50,00094c0
Dec 31, 20251$3.2M$3.2M101c0
Sep 30, 20251$1.4M$1.4M101c0
All 8 quarters
Quarter endBDCsPrincipal heldFair valueOn costPIK pieces
Jun 30, 20251$1.4M$1.4M100c0
Mar 31, 20251$1.4M$1.4M99c0
Dec 31, 20241$2.8M$2.7M101c0
Sep 30, 20241$1.4M$1.3M97c0
What changed
Full timeline · 9 events
Every change including routine ones
Identity
Group key
VIRGIN MEDIAderivedthe codename stem after legal suffixes and deal words
Spellings
2 across 2 BDCsderived
Industry
Diversified Telecommunication Servicesreportedas one filer wrote it