Hints and tips:
...al, with just $9bn on legacy oil and gas....
...It is a well-run, cash-generative business, with a net cash position. However, at c.12x CY21e lease adj....
...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%....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...V, U, or L? The nature of Covid-19 growth impact means that some elements – e.g., production resumption, inventory restocking, and travel normalisation – would lend a natural rebound to growth....
...The group has c.2.7x ND/EBITDA against a covenant of 4.25x....
...They were also considerably less robust, especially in the early stages of the recoveries, which tended to be shallow L-shaped affairs, rather than V-shaped....
...Some Friday headlines via Reuters: 15:42 07Jan11 RTRS-MASSACHUSETTS’ TOP COURT RULES AGAINST US BANCORP N>, WELLS FARGO & CO N> IN FORECLOSURE-RELATED CASE — COURT RULING 15:43 07Jan11 RTRS-BANKS...
...A shareholder derivative action in the Delaware Court of Chancery: Seymour v. Samuels, et al....
...potential in new uses (Sirmon et al., 2007)....
...He was a “working man of the theatre” - arguably (but not in every respect) superior to Dekker, Middleton, Jonson et al, and no different in kind. He lived in a real world....
...to the relocation of industry to China, et al?...
...They also lag behind those of rival groups such as L'Or?al, Danone, Colgate-Palmolive and Cadbury Schweppes....
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