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Showing results for In re: Scott Rhoney v. Stage 3 Separation, L.L.C.
...Dude ranches In the Rockies west of Denver, the C Lazy U ranch has been welcoming visitors for a taste of cowboy life since the 1920s....
...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....
...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....
...FY20/21/22 EPS forecasts +45/3/2%. Prudential continues its slouch towards separation....
...Thereafter, we enter Stage 3, when companies see some semblance of ‘normal’ and they begin cautiously to re-engineer for the next phase of evolution....
...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...
...RMV’s ARPA has increased almost 4x in the last 10 years and now represents c.5% of an agent’s revenue (compared to c.3% for Scout24)....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...This will slow further to -1.3% YoY in 1Q20 and +0.9% YoY in 1H20, before recovering to 6.3% YoY in 2H20. The slowdown in AxJ is likely to come in waves....
...All of which means we’re good for a V-shaped recovery that’s not yet priced in, says Exane, which then goes stockpicking....
...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....
...We adjust estimates to reflect our economists’ outlook for global GDP growth of 0.3% in 2020, with downside risk to -2.1%....
...The shares currently trade on a 2020E PE multiple of c.17 times and an EV:Sales multiple of c.0.92 times in the context of Group margins of c.7.6%....
...We’re also worried about the risk of production cuts in important commercial aerospace platforms and a slowdown in Medical in Asia....
...Since they normalised ties in 1979, the US has underwritten China’s emergence on the world stage. Now it risks unravelling at a huge cost....
...So an L-shaped recession in terms of trend growth but not the level of output....
...“L.B. Johnson led the nation into Vietnam war, then faced not running for a second elected term....
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