Tullow - comment

Tullow management came back to us this morning to confirm a couple of outstanding points (just after we published our updated analysis yesterday). As expected, the purchase price

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Tomás MannionTULLOW
Adler - Consequences

Please find our unchanged analysis here.

The “draft summary" from KPMG is a political tool to allow everyone to get their ducks in a row before official publication. Yesterday’s statement seems only to confirm

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Wolfgang FelixADLER
Tullow - more drilling please

Please find our unchanged analysis here.

Tullow released their FY21 numbers this morning, which just confirmed the details already released in the January trading statement. The emphasis of the presentation was forward-looking, highlighting the further

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Tomás MannionTULLOW
Takko - comment

The German apparel discounter released its capital markets presentation and announced the Tjeerd Jegen - previously CEO of Hema - as new CEO. To deleverage Hema, Tjeerd drove a strategy of

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Wolfgang FelixTAKKO
OHLA - comment

Since 2019 OHLA’s banks have trapped €140m of cash currently held as collateral, the company is tentatively seeking the release of that security. Releasing that cash would

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Aengus McMahonOHLA, OHL