Hints and tips:
...These include US chip company Qualcomm and Chinese smartphone makers, including Xiaomi and Oppo. True, Arm’s plans to alter its royalty programme make some sense....
...snap up smaller rivals at record pace (FT) Brookfield makes $7bn takeover bid for Australian energy group AusNet (FT) UK energy supplier Bulb in talks to secure new funding sources (FT) SoftBank and...
...A string of tycoons, politicians and royalty have descended in recent months on the United Arab Emirates to secure early access to coronavirus vaccines....
...EBIT margin, compared for instance to Inditex (ITX SM, EUR23.92, Buy) at c20x 2021e PE for 17.3% EBIT margin....
...Stay U/P SM; valuation still too rich. ......
...Rotork has the single largest exposure in our coverage (~50% v 60% in 2014 though)....
...YTD returns have been inversely correlated with share price volatility, with the larger, less volatile senior producers and royalty companies outperforming....
...If that wasn’t enough, Silence has secured tiered royalties “ranging from high single-digit to low double digit” on net sales....
...It also faces delays to Energy from Waste contracts, and announced an addition £35m provision on top of the £160m provided in 2016....
...If anything, though, it now resembles an SMS-messaging maiden aunt with a slightly greater penchant for Dove soap and, er, Lynx deodorant....
...On the supply side, lower break-evens have added to confidence on technological advancement, and less energy capex disruption....
...The company, pressed by the FT, would not discuss its shareholders or board members. EAPC does not publish financial results or disclose what if any royalties it pays to the Israeli state....
...Its businesses range from selling 4x4s and servicing South Atlantic squid-fishing fleets, to moving Lady Diana’s wedding dress for the V&A and ferrying passengers across Portsmouth Harbour....
...We’re also opening negotiations on a city deal with Edinburgh; we back the new V&A in Dundee....
...But cash costs do not include expenses for, say, spending to keep old mines going, or overheads (or royalties)....
...Today, Bolivia’s military guard the entrance to the v-shaped valley that hosts the cluster of adobe shacks that feed the mine....
...(I) Transdek UK (I) Transec (UK) Tristar Cars t/a Tristar Worldwide Chauffeur Services TRL Technology (I) TTS Group Turbosound (I) U Ubisense Group Ubisense Group (I) Union Electric Steel UK V...
...The chandelier acts as a pixel-board to display SMS text messages....
...Dividends are not deductible, whereas interest and royalties generally are....
..."Instead of clumsily entering SMS or other text through the tiny key pad of the GSM, or scribbling into your PDA, V-Pen allows users to write naturally on any type of surface," says Alberto Zanettin of Philips...
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