Hints and tips:
...November 7th agreement between Lordstown and FoxconnLordstown v. Foxconn lawsuit...
...The house has won prizes at the V&A Illustration Awards, as well as being recognised in the book trade for its bindings, production and indexing....
...Over the past 20 years, Wigdor has secured more than $1.5bn in compensation for clients, including some who were assaulted by Weinstein....
...It does not have an entry in any Ukrainian or Russian business registry....
...“The deep-V recovery we saw in the second half of 2020 has continued into 2021, with sales activity continuing to strengthen across all territories,” said Simon Cleaver, CloudCall CEO....
...Ministry inspectors found 121 coal mines in three provinces had exceeded approved production by a combined 30 per cent....
...It’s steel from the same Chinese plant: But there’s been a huge mark-up: That’s $1,500 a tonne — a 60 per cent profit on the $935 price to buy the steel in China....
...“If Croatia can borrow at [rates of] less than 1 per cent, are we really saying Scotland couldn’t?”...
...Upstream oil and gas production is expected to reduce from 2.6mboe/d in 2019 to around 1.5mboe/d (a far more significant cut vs JPMe 2.5mboe/d); and refining throughput is expected to fall from 1.7mb/d in...
...Rising water production (an existing concern for investors) does not appear to have been the issue. Hurricane have elected to shut-in the -7Z well and produce only from the -6 well....
...Here’s Barclays to bring us back on subject with a summary: First impressions – severe impact from Covid-19 and MAX production halt....
...Does April tell us much about July though? Not really....
...And, yes, it probably does....
...There was also a change in the discount rate applied for decommissioning costs that had a negative impact (from 3% to 1.75%). Does any of it matter, being non cash? Not hugely....
...Causeway Capital Management LLC, the LA hedge fund, has declared 4.88 per cent of Micro Focus....
...Equities fell almost 60% in 2008-09....
...economy since January might well be followed by a second-quarter rebound — the much vaunted “V-shaped recovery”....
...WPP will also reduce is planned capex from £400m to v£300m....
...In our view, the fund raise looks sensible but does not copper bottom the company....
...(v) Restructuring continues. Of course it does. But what about that Tesla, eh?...
...Takeout speculation does add the icing on the cake for our investment case. Buy confirmed....
...We arrive at favourable answers for all four: we expect a V-shaped recovery. Even if 2020 is down €-5b, 2021 will be up by €+8b....
...Within that, Astra does expect the global impact from COVID to last “several more months.”...
...But does this mean the coronavirus is better or worse than Brexit? Markets appear undecided and time will tell, as time often does....
...Rotork has the single largest exposure in our coverage (~50% v 60% in 2014 though)....
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