Hints and tips:
...Hudson plans to woo shareholders by touting 12 potential blockbuster drug candidates when he meets with them to present details of the plan on Thursday....
...And Jefferies to cover Schneider (hold)....
...M&B “has only sufficient cash to burn until mid-summer 2020 but with a circa 5x PE for FY22E, M&B’s valuation overstates the size of any equity raise,” Jefferies says....
...Here’s Jefferies: UK outlook: COVID-19 resulted in SSP closing almost all of its units in the UK. Its intention was to re-open these and bring back teams as soon as possible once demand had recovered....
...Sorry about all the tickers: And Jefferies goes down to “hold” on Moncler, €36 target: [W]e think valuation levels are too high: MONC remains one of the sector winners (not many will be left amongst the...
...[W]e were researching Mr....
...Some recent data from managed pubs indicated that 42% of pubs and bars opened on the 4th July w/e; of those that opened, trade was -45% vs prior year w/e. US - strong off-trade....
...Here’s Shore Cap: [W]e consider environmental monitoring services to be a high-growth market, so are slightly surprised by the agreement to dispose of EMS B&K....
...None seems completely wrong, but of those answers B feels the least satisfactory....
...[W]e were becoming increasingly confident in the underlying momentum in the Pets at Home business....
...[W]e think that the news . . . is a step towards abating concern around: 1) Cash generation: we expect this to improve in coming years "one-off" cash items (eg....
...[W]e note that a) the asset value is lower than the £1.5-£2bn we / the market had initially assumed (prior to the FY2019 results); and b) the timing of sale is somewhat surprising, given the new announced...
...“We believe Avast is likely to dispose of its entire stake in Jumpshot in the future,” says Jefferies. So ... maybe it’s Ascential’s problem....
...Thing is, nobody’s really buying individual stock stories any more and Jefferies is a bit miffed....
...[W]e move our valuation one step forward along the cycle from a 50%/50% weighting for a midcycle/trough cycle valuation to a 100% mid-cycle weighting....
...David Owen, MD and chief European economist at Jefferies: No....
...Strategic assets, such as aircraft carriers, F-22 jets and B1-B bombers, would also be deployed....
...We hope they have a better time than the last time I saw them together....
...(10) What is your plan B? I don’t have a plan B....
...Amrita Sen, an oil analyst at Barclays Capital, said: “This brings the year-to-date growth in Chinese oil demand at a staggering 1.14m b/d, and shows little signs of abating....
...Billy Tauzin, the Republican lawmaker, and Thomas Scully, who ran Medicare during President George W....
...Epstein (above left) and Thomas W....
...You want to woo with words....
...Sant, Co-Founder and Chairman Emeritus, The AES Corporation Henry B....
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