Valuations/K3C

That was quite a big rally in the US, up 9.4%.  A firm called Cambria quantitative research soon poured cold water on it noting the best days are in bear…

Continue Reading Valuations/K3C

7 updates

With trading statements now largely irrelevant balance sheets and innovation are now what matters. As opposed to ESG and franchise only a matter of weeks ago. I suspect we may…

Continue Reading 7 updates

ORCH/TUNG

FCA wrote to companies announcing results on Friday asking them to put it in the “too difficult” box and delay. S& U obliges this morning. Plus 500 directors tucked away…

Continue Reading ORCH/TUNG

CMC/IPF

M&S cuts dividend. There was a full range of sandwiches on offer yesterday at the petrol station. No panic buying there. Dart Group CFO and CEO buy 20k shares each…

Continue Reading CMC/IPF

IGG/IPX/SNN

Randall & Quilter completes another legacy transfer saying it expects to finalise more transactions in 2020. Arden notes the 60% share price fall The £7.8m market cap Tavistock Investments issues…

Continue Reading IGG/IPX/SNN