Hints and tips:
...The HappyPress is made by Stahls’ (industry heavyweights of custom apparel) and it gives you precise control over heat, pressure and timing across an A3-sized bed – perfect for T-shirts, tote bags and any...
...a free cooked meal. burberry.com; onsideyouthzones.org P is for Pink PonyRalph Lauren’s Pink Pony was set up in 2000 to ensure access to cancer treatment is available to everyone at an early stage....
...Rising mortgage interest rates are piling pressure on millions of UK homeowners at a time when soaring bills for energy, food and fuel are blowing holes in household budgets across the country....
...O Over-rule When an umpire reverses a call by a line judge, aka how umpires prove they’re awake. P Passing shots Things of beauty that have more or less killed off serve-and-volley tactics....
...Disney has now become a broadcaster with a streaming service in France called Disney Plus....
...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 . . ....
...Morten O. Ravn: Inflationary pressures so far continue to be significant in the UK despite commodity price inflation coming down....
...rising,” said David Hollingworth, associate director at broker L&C Mortgages....
...this case....
...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...
...To be clear there has been some acceleration in u/l demand, we’d assume also including the UK as pubs and restaurants have re-opened....
...We think the structural pressures caused by the influx of SVOD services such as Netflix and Amazon Prime have been priced in, particularly following the de-rating of the sector in 2020, and see some attractive...
...L-f-l rents down 27%: net rental income fell down to just £87.3m which represents a l-f-l fall of 27% (excluding premium outlets), as a result of covid and the reduced rent collection rate....
...Wilson, Windermere; D Barter, Cumbria; Jean-Marc Sellier, California Polymath 1,010: Robert Jelly, Warwickshire Crossword 16,093: V Le Quesne, Salisbury; Sue Topham, Newark; Anthony Evans, Hove Polymath...
...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....
...Since 2016, we estimate the Kingfisher P&L has had an £81m transactional benefit from weaker sterling. FX could become a headwind once trade talks are agreed (or not)....
...DC is currently trading at c.9x CY20E P/E and offers a c.5% dividend yield. It is one of the most sensitive stocks in the sector to the £ sterling, given its low margins and supplier pricing power....
...The energy transition strategy update in March is key to becoming more positive on the stock, absent a V-shaped recovery for their O&G customers. Glaring value?...
...P&C business models in mature markets....
...P review out....
...BP’s announced a strategic partnership with Equinor (which we used to call Statoil) to develop offshore wind energy in the US....
...However, at c.18x recovered earnings, we’d prefer to look elsewhere or wait for a cheaper entry point....
...Apart from negative l-f-l rental and value growth, we assume recapitalizations to an LTV of c.35% by 2021 lowering the EPS and NAV by c.49% and c.61%....
...Our forecasts assume the full £500m is invested in land in FY20, and that the benefit in the P&L is seen later 2022 but to a larger extent in FY23....
...Table 1 starts with RR’s u/l EBITA in 2022E and then deducts the utilisation of cash provisions, the excess of investment over D&A, then interest and tax....
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