Adler have concluded the sale of the Wilhelm in Berlin. Last year the property had an asking price of €150m, and we know of bids at €50m. We do
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The H1 25 operating results were broadly in line with our expectations. The amount of equity raised was less than we hoped for, but LTV is already
Read MoreThe repercussions of the recent cyber attack on Jaguar Land Rover continue to persist. Production at JLR has been suspended for the past
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Although no formal restructuring discussions have commenced with the Company, the senior creditors remain well-organised, having extended their
Read MoreKroger’s review of its e-commerce strategy is driven by the need for e-commerce profitability as opposed to disenchantment with Ocado; E-commerce sales grew
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BioGroup released its Q2 results yesterday. However, with minimal commentary provided in the announcement and the earnings call not
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Progress at Isabel Marant remains uneven. While there has been notable advancement in the retail segment, the overall performance continues to be constrained by the
Read MoreFollowing our IM on Pfleiderer, we’ve been asked about the €50m priming basket that was agreed in June 2024. SVP or another party could probably use that to
Read MoreGiven the competitive UK environment, Morrisons' loss of its marketing director after two months reflects poorly on the company. CEO Rami Baitiéh will need to
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We were discussing with some of you that the bonds would drop a little this morning - mostly because there is a continued search for underperforming automotive suppliers on the back of weak volumes in Q2 - in turn driven by steep tariffs, flat macro growth and
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Consolidated Energy's (CONSEN) performance is improving, but methanol demand fell in Q2 due to concerns about the Trump tariff and the forward scheduling of a
Read MoreOne of the sources of the turmoil in French politics is the 2026 Budget and the debt reduction plans used to narrow France’s deficit from its current
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Mobico this morning posted deeply disappointing results. As unrelated as these segments are, that sits a little odd ahead of the refinancing discussions the
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We understand that the creditor group, now calling itself London & Valley Water, has resubmitted its amended plan as per indications
Read MoreVictoria is holding its AGM today and has therefore released an AGM statement to the market. However, the Company have provided very little
Read MoreTullow appointed Ian Perks as its new CEO. Mr Perks worked for BG Group and Total, but since January 2021, he has been working as a
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