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Vivion - Micro to Macro
Aengus McMahon
22 May 2024
Punch - The last will be first.
Wolfgang Felix
20 May 2024
Maxeda - Endogenous Drivers
Wolfgang Felix
20 May 2024
Clariane - Administrating self help.
Tomás Mannion
17 May 2024
Atos - Not all ingredients in place.
Tomás Mannion
14 May 2024
Selecta - Vending a free lunch?
Wolfgang Felix
13 May 2024
Ardagh – Paying a handsome price.
Aengus McMahon
10 May 2024
Adler - Valuation, Recap Scenario and Investment Considerations
Wolfgang Felix
9 May 2024
Pfleiderer - Light through the clouds - Positioning
Saahil Dey
8 May 2024
AMS Osram - Back to Basics - Positioning
Tomás Mannion
8 May 2024
Branicks - Timing
Aengus McMahon
7 May 2024
Heimstaden - Changing Tact - Positioning
Tomás Mannion
2 May 2024
Intrum - Now or Never
Wolfgang Felix
1 May 2024
Cerba - Testing our Patience - Positioning
Saahil Dey
30 April 2024
Thames Water - Valuation Framework
Saahil Dey
29 April 2024
Intrum - Selling the Kingmakers - Positioning
Wolfgang Felix
29 April 2024
Adler - Generosity Now - Positioning
Wolfgang Felix
29 April 2024
Oriflame - Two Years
Wolfgang Felix
26 April 2024
Cerba - Testing the market - Positioning
Saahil Dey
22 April 2024
Intrum - The lesser evil - Positioning
Wolfgang Felix
18 April 2024
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