Atlantic Capital Markets Month Ahead – Keep Your Shorts On In September

Alan Green and John Woolfitt, Director at Atlantic Capital Markets discuss the month ahead. We discuss the US Fed August meeting, and indications from Fed boss Jerome Powell that the administration was prepared to ride with higher inflation around 2%. The markets seems to translate as low interest rates for years to come…John gives his […]

Ian Pollard – Sainsbury #SBRY, Asda & Walmart – Merger Banned To Prevent Price Increases

J Sainsbury  plc  and Asda. The proposed merger between Sainsbury”s and Asda has been prohibited by The Competition and Markets Authority  in its final report published today.  As a result, Sainsbury’s, Walmart and Asda have mutually agreed to terminate the transaction.The reasoning behind the prohibition is that the proposed merger would result in increased prices […]

Ian Pollard – Lighthouse #LGT Full Year Divi Up By 67%

Lighthouse Group plc LGT claims an excellent set of results for 2018 despite softening market conditions in the second half of the year. With an Interim dividend of 0.20p. per share already paid, a final dividend of 0.50p. per share is now proposed compared to 30p per share in 2017, making a 67% increase for […]

Ian Pollard – Intercontinental Hotels #IHG strong first half

Interco.Hotels Grp IHG produced a strong first half performance across all regions with underlying operating profit up 8% and underlying EPS up 25%. The interim dividend is increased by 10%. Hotel demand in the US is strong but momentum is led by Greater China, where double digit growth has been achieved in both RevPAR and […]

Ian Pollard – Plus 500 #PLUS Benefits From Trump Tariffs

Plus 500 Ltd  PLUS has again, after a strong second quarter, performed strongly in the first half and materially increased its expectations for the Group’s financial performance for the year to the end of  December. What it describes as geopolitical events particularly with regard to US import tariffs have resulted in higher than expected levels […]

ITV – “Good Growth” But Flat Profits

ITV plc ITV updates that with nine months of its year now gone, it is confident of delivering good organic revenue growth but does so without putting a figure on what “good ” actually means in numbers. Full year profit will be broadly in line with last year which means little or no growth there. […]

Advanced Oncotherapy (AVO) Chief Ops Officer Ed Lee Q&A with Directors Talk

Advanced Oncotherapy plc (LON:AVO) Chief Operating Officer Ed Lee talks to DirectorsTalk about his background, what that experience brings to AVO and how that knowledge can translate into shareholder value. Transcript below or read on the Directors Talk website here Q1: Ed, thank you for taking time to speak with us. I understand you joined […]