Yesterday’s Q4 call lasted 20 min followed by two questions - one of which by yours truly - and even that slightly unnecessary. One reason is that it’s
Read MoreTap’s conference call lasted a whopping 10 min longer than Intralot’s and also featured only two questions - again one from myself, specifically on the
Read MorePlease find our initiation of Nidda BondCo here.
In recent weeks any exposure to Russia has brought increased scrutiny Nidda has come under the microscope. There is plenty of potential
Read MoreJLR released their Q4 sales numbers over the weekend, which showed a modest increase in Q3 at the wholesale level (marginally d
Read MoreAmigo continues to hurdle the fences necessary to get regulatory approval for its Schemes of Arrangement. The Financial Conduct Authority (FCA) has now decided that it will not seek to be represented at the approval hearing in the High Court. This is
Read MoreAt this point in the cycle, one of CMA CGM’s challenges is finding ways to best utilize its cash pile. This morning CMA CGM confirmed that it had
Read MoreSGS continue to report strong monthly numbers from higher occupancy rates and higher collections. SGS management is making
Read MoreRallye announced a successful oversubscribed tender of their unsecured bonds last night. €310m of unsecured bonds were tendered, and will be
Read MoreKCA Deutag has just won a contract in Germany to build and operate a new Land drilling rig in June of this year. This is for Neptune Energy, which
Read MoreAnother one bites the dust… Claus Jorgensen of Mizuho, who helped orchestrate the colourful ADO reverse take-over, has left
Read MoreHaving just closed the Ingram Micro acquisition announced in December 2021 CMA CGM continues looking for new assets to expand its interests
Read MoreAs expected, the Italian gaming license was extended at nil cost for an additional year to June 2023. As the business has not yet returned to
Read MoreWe have spoken to a couple of clients on Tullow’s Kenyan operations over the last week. There is some misunderstanding in the market concerning the 10th May deadline African Oil mentioned
Read MoreAdler Real Estate’s “related party” report that it has provided a €253m upstream loan to its 97% parent Adler Group should have been a non-event. After all, Adler RE is
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