Hints and tips:
Showing results for Baupost Value Partners L.P. - III
...The deal values Tod’s at €2bn including debt. This is Della Valle’s second effort to delist Tod’s. An attempt in 2022 failed as shareholders judged his offer was too low....
...So far this year, the S&P banks index is down about 12 per cent, while the benchmark S&P 500 has risen more than 13 per cent. An index of regional back stocks has lost almost a quarter of its value....
...Catterton partner focused on impact investing you might expect some fur to fly....
...If public markets halve in value then NBIM will halve in value — which in nominal dollar terms will look apocalyptic, given its size — but if there is little to no return compensation for taking illiquidity...
..., managing director at wealth manager Evelyn Partners, arguing this would make investment options more visible....
...Plot the S&P 500 index return against the Nikkei 225 from just before the pandemic....
...L-T....
...Now the waterfront — which forms part of Liverpool Waters, Peel L&P’s £5bn, 30-year project to transform the city’s northern docks — is taking on a new life itself....
...The day ahead Markets European stocks and futures contracts tracking the blue-chip S&P 500 and Nasdaq rose this morning....
...Analysts at Citi have warned that European real estate values could fall by up to 40 per cent by the end of 2024....
...One good read If someone wants to partner with you, you should Google them first. Newark couldn’t be bothered....
...They might be willing to endure quite a few lean years in terms of their own P&L — and even to think about cutting their own costs and headcount — rather than take risks with deals that need stretched assumptions...
...Crossbridge Energy Partners, with the financial backing of commodity trader Vitol, is negotiating an agreement with Lukoil that would value the Sicily-based ISAB refinery at between €1bn-€1.5bn....
...Job moves Carlyle has announced 32 new partners and 39 new managing directors....
...Act III: The Red October for Hunt MRP is a fun-ish notional concept....
...Value for money (8.8): clients’ rating of the programme’s design, teaching and materials for value for money....
...Anyway, here are names and links — we’ll let you make your own mind up: Liquid 2 Venture Fund III L.P . . . . Lake Nona Fund / LN Sports & Health Tech Fund I, LP . . ....
...Landsec will partner with Peel L&P, which will keep a 25 per cent stake....
...Landsec will partner with Peel L&P, which will keep a 25 per cent stake. Landsec’s purchase of the waterside area includes £293.6m of debt, reducing its equity investment to £207.6m....
...Customers “want to align themselves with companies that have the same values as they do”, he added. BrewDog is not alone in looking to promotional planting deals....
...France L&S and Italy will not pay dividends this year, and XL Bermuda is unlikely to. The slack is only partly taken up by France P&C which is over distributing....
...“These sectors are clearly the least vulnerable from an earnings point of view in the current environment,” says partner Iain Tait....
...EV/EBITDA of 270x FY21 BBG consensus); after all, IFRS 15 means that the new Solutions contracts are only reflected in the P&L with a lag....
...However, on metrics that smooth out investment, like P/E, BT looks very cheap, on 6x P/E (sector 15x). Our price target remains 130p....
...I very much believe it's going to be a very strong third pillar for our business, and I think it could be a significant P&L contributor to our company, definitely within five years, and definitely within...
International Edition