Unconfirmed reports that Ineos Quattro is pursuing both an equity injection and additional inventory financing have prompted a rally across the
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A commendable set of Q4 (Oct 2025) results from Morrisons in a tough trading environment. The Q4 and FY Revenue figure is
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Atos sought to present a constructive narrative in its statement this morning; however, the underlying performance remains weak, with Q4
Read MoreAMS Osram has extended its long-term brand licensing agreement with Traxon Lighting, securing continued use of the OSRAM brand in
Read MoreWe had expected last week’s disclosure of preliminary results to be a precursor to discussions around extending the maturities of
Read MoreAMS Osram is targeting approximately €500m of asset disposals as part of its deleveraging strategy. Against this backdrop, it is unsurprising that
Read MoreEarlier this month, we noted that the start of the year was likely to bring renewed speculation around asset disposals by Patrick Drahi and
Read MoreThe new CEO has a big job ahead of him. The take-up of new fibre services has been slower than hoped, and Tele Columbus has
Read MoreThe repricing of the €720m 2031 TL B from E+350 to E+300 is a positive for creditors. There is some upside from a possible bid by
Read MoreIf Matalan can reach that guidance, investors will do well, even if the smaller tranches need extension beforehand. The company has lifted
Read MoreBioGroup is holding a Capital Markets Day in Paris today and in London tomorrow. We do not expect to make any material changes to our model
Read MoreAMS Osram announced the tender of its convertible bonds, with approximately €200m tendered at 96%. While the tendered amount was
Read MoreAfter the negative impact of the IT updates to logistics, ASDA needs to make sure that the changes to its distribution management teams do
Read MoreThe settlement of the litigation between the T&T government and Proman is more complex than expected; however, the overall impact on
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The strong LfL growth we had already seen from players such as Mitchell and Butlers the other day was also reflected at Stonegate. However, it was
Read MoreThe settlement of the Proman/Clico litigation is a potentially significant positive for CONSEN. The repayment of the USD250m loan to
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