Atos continues to make progress on disposals of non-core assets, announcing on 26 December the sale of its South American operations to
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Please find our initiation on Ineos Quattro here.
Audi uses “quattro” to indicate its all-wheel drive, but unfortunately for Ineos, it is difficult to see how the Ineos Quattro gets out of its problems. All four wheels (business segments) are stuck in the same chemical overcapacity. and the market commentary from one division to the next, it is hard to distinguish the differences.
Selling Silekol for good value would have been difficult, since over a third of the value would have to come from a pro forma recognition of
Read MoreIneos released another market update on Friday, which reiterated previous commentary on conditions in the wider
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Guidance on yesterday’s call was positive. Management is seeing volumes bottom out around current levels, which means there will be
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The tougher weather comps are here, and as indicated, LfL sales have gone into reverse, except a little more than we thought. Even though
Read MoreEmeis has announced the completion of its refinancing process, which began in November. The refinancing extends the Company’s debt
Read MoreWe exited our convertible bond position in AMS Osram at 95% in July, as we did not believe the Company would pursue a tender for
Read MoreThe US Bankruptcy Court of Southern Texas has
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Victoria released its H1 results this morning, which were in line with the guidance issued in early November. Revenue, and volumes in particular, remain weak; however,
Read MoreMarkus Oswald is leaving his job as CEO of Tele Columbus after only three years, without a successor in place. He has overseen the
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Standard Profil has released its Q3 results and scheduled a conference call for Wednesday at 9:00 a.m. The restructuring was
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Poultry beat our expectations by £5m EBITDA, but it’s the topline that surprises us. Still driven by inflation recovery, it more than
Read MoreThe EU is reportedly considering proposals to ease the planned 2035 ban on combustion engines. The objective is to support European OEMs and
Read MoreThe CDDC voted for its own survival when it determined that Ardagh had triggered a credit event
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Our short on the name was opportunistic - in case the company failed to calm markets over its use of overdrafts, or
Read MoreThe company announces the success of its rights issue, the second leg of its capital raising program. Over the course of Q4, therefore, Eutelsat will
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The new Idea Pitch videos are now available.
You can find them on the Sarria website landing page as well as on each individual company’s dedicated page.