The timeline for the completion of the Codere restructuring has been pushed out to the 19th November (previously 10th November). This appears to be
Read MoreAn extended summer break due to factory works at the DBX plant dented volumes at Aston Martin (AML) but our full year unit expectations are unchanged. The works were
Read MoreThere is press speculation that CNOOC have agreed FID at Lake Albert Development in Uganda. There has been no
Read MoreKosmos released production numbers for the Ghanian fields this morning as part of their Q3 results. Tullow only report semi-annually but
Read MoreWith oil prices at or above $75bbl, the outlook for E&P capex is good and the knock-on impact for CGG in 2021 and 2022 is positive. We adjusted
Read MoreIceland reported Q2 22 numbers (19th June-10th September) this morning, and as guided, EBITDA has declined primarily due to
Read MoreGPA (Tomás) - GPA reported their Q3 numbers last night before the release of Q3 Sales numbers from Casino later this evening. Topline sales
Read MoreWe don’t believe Aston Martin will be providing the £200m capital needed by the Aston Martin F1 team after the
Read MoreCMA CGM – (Aengus) Port infrastructure assets are currently in high demand from infrastructure investors and freight companies, and CMA is now
Read MoreJLR reported weak but in line numbers yesterday afternoon. The Company had guided the market on the numbers recently and
Read MoreINTU SGS — (Tomás) INTU SGS released their quarterly presentation and will follow up with a conference call on Wednesday 10th at 2 pm. Some highlights from the presentation include:
Read MoreWith the High Yield market buoyant most market participants were expecting a refinancing of the Löwen Play bonds. However, they have
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