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LexJonathan Guthrie
The Lex Newsletter: science is where the magic happens Premium content
...Nor are tobacco companies faring well in vapes. Spotify is on course to generate $2.2mn in sales per employee following job cuts. Meta should manage $2.2mn and Netflix $3mn....
December 8, 2023
Equities
Markets Now - Thursday 26th March 2020
...No evidence of volume decline from MERS or SARS: During outbreaks of MERS (Saudi Arabia, c.2013/2014) and SARS (China/HK/Taiwan/Canada, c.2003) there was no evidence of changes to underlying volumes....
March 26, 2020
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Equities
Markets Now - Tuesday 31st March 2020
...While we’re here, worth noting reports that the FDA has asked to push back the implementation of Premarket Tobacco Product Application rules (ie, restrictions on vape flutes and sweet cigars and stuff) from...
March 31, 2020
Equities
Markets Now - Tuesday 21st April 2020
...implosion of minus 23mb/d) shows a theoretical oversupply of 18mb/d+. ......
April 21, 2020
Equities
Markets Now - Tuesday 19th May 2020
...(b) 1H20 tobacco volumes are down only -0.5%, market share performance is stabilizing in most markets outside of Europe. Indeed, tobacco only EBIT(ex-FX)was down -0.7%....
May 19, 2020
Equities
Markets Now - Tuesday 9th June 2020
...Emerging markets and vape flutes are the problem areas, with everything else fine. It’s no big drama really, but there’s a bit of a downgrade so it’s an excuse to sell a few....
June 9, 2020
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
US & Canadian companies
Vape start-up Juul raises $650m at $15bn valuation
...Juul’s plans to raise a total of $1.25bn in new funding, first reported by Bloomberg and The Information, were confirmed in a Form D regulatory filing to the Securities and Exchange Commission this week....
July 10, 2018

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