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Showing results for Deamer v. T A Operating L L C et al
...Tanzania-based safari specialist Nomad has launched a new light-touch expeditionary mobile camp, which will be operating in the Gol Mountains in March and April....
...The suites vary, but all are 50sq m with courtyard entrances, and furnished with pieces by – or at least inspired by – Arne Jacobsen, Eero Saarinen, Joe Colombo, Isamu Noguchi, Charles and Ray Eames et al...
...I think the extent to which, really, Putin has become the state, it's like maybe - I might be getting the French king wrong, but I think it's Louis XIV who said, l'etat c'est moi - I am the state....
...al, with just $9bn on legacy oil and gas....
...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....
...Given the high profit drop-through that is a hallmark of the business, Q1 operating profit is c. +60% and we expect to see material consensus upgrades....
...Because of its merger with Sprint in Apr-20, TMUS's portfolio of spectrum below 6 GHz is now c.3x that of Verizon and c.2x that of AT&T....
...We estimate Merian AUM of c£16.8bn, June 20 (vs. £15.7bn Mar 20) and assume Merian achieves a c45% operating margin in FY21. We estimate a 5% increase in operating margin adds c4% to FY21 EPS....
...Whichever shape the recovery takes — V, W or L — any emissions decline flattens out by the middle of the decade....
...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%....
...Gym Group, the gym group, is unchanged after interim results that don’t reveal a whole lot....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...It gets straight to the point: We now assume an L-shaped RevPAR recovery (previously V-shaped), based on Jefdata consumer surveys, corporate guidance and industry forecasts. .....
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...Unhelpfully, GK doesn’t list its current investments and its name doesn’t turn up even once in a regulatory filing search....
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...Next currently trades at c.10.5x FY20 P/E but doesn’t offer its usual strong cash returns currently....
...V, U, or L? The nature of Covid-19 growth impact means that some elements – e.g., production resumption, inventory restocking, and travel normalisation – would lend a natural rebound to growth....
...On current multiples LSL is trading on a PE of 12.8x fo Dec 2020 while Countrywide is on 12.2x our 2020 estimates albeit it has c. £75m of debt vs a market cap of c. £123m....
...And GTA V’s publisher Rockstar has a history of delaying titles in the name of quality; GTA V, Red Dead Redemption, RDR2, Max Payne and L.A. Noire were all delayed....
...The group has c.2.7x ND/EBITDA against a covenant of 4.25x....
...Containment of the number of new cases has been impressive in mainland China, and we now expect a V-shaped recovery from the second quarter onwards there....
...The consensual restructuring contemplates a reorganized Caesars divided between a REIT and an operating company....
...Bombardier is reported to have approached the province’s Caisse de dépôt et placement investment fund about a potential cash injection. Such a move would be no surprise to Thompson....
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