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Showing results for Hess Bakken Investment II, L.L.C.
...Columbia Threadneedle Investments (which bought BMO’s asset management business in EMEA in 2021; BMO bought F&C Asset Management in 2014)....
...L-T....
...the Great Pyramid of Giza (itself visible from the museum’s panoramic windows); the Merneptah Pillar; and, in the soaring atrium, the 3,200-year-old, 83-tonne, 11-metre-high monumental figure of Ramesses II...
...From the below tweet: Alameda Research made a small investment in SEBA’s Series C funding round, acquiring a minority stake (<1%) with no voting rights.https://twitter.com/WeAreSEBA/status/1592167033445421059...
...Refining capacity is to shrink c.30% by 2030, from c.1.7mbd to 1.5mbd by 2025 then to 1.2mbd by 2030....
...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%....
...Current company-compiled consensus expectations are for revenue decline of c.7% for FY20 and EBITDA decline of c.15% (i.e. revenues of £516m and EBITDA of £115m)....
...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....
...Multiple Phase II pipeline readouts expected in 2H’20, but these data points are less key to the company’s current investment thesis: GLPG have three Phase II trial readouts scheduled for 2H’20; namely,...
...However, if those dividends are expected to be paid in the future, they may not count as eligible capital for Solvency II ratios....
...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....
...We estimate Aviva’s Group Solvency II ratio stood at 180% at 1Q20 (on a shareholder basis)....
...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. .....
...Here’s Investec (sell) to summarise: [L]ockdowns are impacting consumption in North America (c. 30% of sales), Europe (c. 20% of sales), India (c. 10% of sales), Africa (12% of sales) and many countries...
...Will Wallis at Numis can give us the detail of the strategy review: We summarise the outcome as a focus on self-help, requiring upfront P&L investment....
...But beware – the best fundamentals may not correspond to the best investment opportunities....
...L.P. (“KKR”) and GK Investment Holding Group SA (“GKI”) (each a “Potential Offeror”) regarding possible offers for the Company....
...Company commentary supports our view of limited direct impact to P&C : Hannover Re: noted a potential €200m loss across P&C and L&H; Munich Re: noted a €500m loss should all the events it covers for communicable...
...FY19 results last week also indicated that 2H19 saw a – frankly – VAST uptick in NGP investment through the P&L. BAT invested an incremental £700m+ in NGPs in 2019, of which ~£600m came in 2H19....
...The Solvency II coverage ratio at 31 Dec 2019 was 168% (31 Dec 2018: 170%), very close to the top of its 130-170% target range and a surplus of £1.2bn (2018: £1.2bn)....
...Today we’re testing positive for MIFID II violations. What follows is little more than a comprehensive bundling of sellside research....
...We estimate Whitbread's annual rates bill is c.£120m, equivalent to c.35% of FY20e PBT (Feb YE). Mitchells & Butlers' rates bill is also around c.£100m, c.50% of FY19 PBT (Sep YE)....
...Also weakness in L&S. And, for Remy specifically, we should also note a Credit Suisse downgrade saying nCov may be temporary but cognac brand dilution is permanent....
...Nigel Wilson, L&G It is critical that we maintain the principle of a unitary board and the accountability of all board members....
...Agnelli, who was known simply as “L’Avvocato”, the lawyer, had interests ranging far beyond cars....
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