Hints and tips:
...“It’s now a story of bigger companies — not smaller companies,” said Dan Pickering, founder of Pickering Energy Partners, a consulting and investment group....
...“The new Permian is less volatile, meaning a steadier level of activity,” said Dan Pickering of Pickering Energy Partners....
...E&P businesses that are already public have also stepped up share sales, with six deals in September alone raising $1.5bn....
...Jefferies again (from 2021): [Mondi + DS Smith] would create the European #1 containerboard & box producer with >€2.5bn pro-forma EBITDA....
...The problem, according to Jefferies’ chief economist and strategist for Europe, Mohit Kumar, is that the Magnificent Seven offers both growth AND quality....
...But statistical analysis by The Smoking Toolkit Study, which conducts monthly surveys in England, shows an association between quit rates and the take up of e-cigarettes....
...“These megadeals tend to come in sets,” said Pete Bowden, global head of energy banking at Jefferies....
...Operators may have installed 43m charging points by 2030, according to Jefferies, seven times more than today. There is a gold rush into the sector....
...“Lilly hasn’t been one of those really big deal junkies,” said Les Funtleyder, a healthcare portfolio manager at E Squared Capital Management, which owns Lilly shares....
...In the more immediate future, today’s data should lock in a pause at the June FOMC meeting, i.e. no rate hike....
...Ford has been the exception, cutting prices twice this year on its electric Mustang Mach-E....
...Despite the downturn, tech remains more highly valued on a forward p/e basis than any other sector in the S&P 500. SVB’s interest rate risk was a double whammy....
...According to an e-mail sent to prospective SpaceX investors, Andreessen Horowitz (also known as a16z) will likely lead the new funding round....
...Speaking of advisors, news of THG’s bid approach has resulted in all three of its corporate brokers (Jefferies, Barclays and Citigroup) suspending coverage....
...Among the most bullish is Jefferies, whose price target of 425p is approximately double the current share price. Jefferies is Darktrace’s joint house broker, alongside Berenberg....
...Investment bank Jefferies said the “large premium” — 38 per cent compared with the past 30 day’s average share price — could cause concern for some investors....
...This is despite the heavy emphasis both put on the capital “P” in their E&P moniker, as Jefferies puts it. Repsol, the big Spanish energy company trades at nearly the same multiple....
...Relying on these kind of piecemeal solutions instead of a one-stop financial servicer, i.e. a bank, means that you do end up spending a lot more money for basic services....
...thread) — A City war story about gaming broker surveys (Corner Office / Wordpress) — Tesla absolutely trucks child dummy in stoppage test (Reddit; see also this note-perfect rendition of the Musk Kwik-E-Mart...
...Jefferies analyst Owen Bennett hailed the agreement as “a big positive for the long-term outlook of Juul as a going concern”, saying that its terms had been more favourable to the company than expected....
...E Jean Carroll had more reasons than usual to anticipate Thanksgiving weekend....
...Owen Bennett, analyst at Jefferies, said the FDA’s decision on Juul could tempt Altria to counter rival Philip Morris International’s $16bn bid for oral pouch specialist Swedish Match, in order to have “...
...Happily, the Frelimo slogan did go on to say: “Victoria e Cerba!”....
...Casamigos was the fastest-growing tequila brand in the US at the end of 2022, according to Jefferies....
...Philip Verleger, an oil analyst, for example, thinks that a long-term focus on “E” is rising, amid a rush for renewable energy....
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