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 […]

Atlantic View – Rolls Royce has the tools to engineer a recovery

by John Woolfitt, Atlantic Capital Markets Rolls Royce has the tools to engineer a recovery. Fundamentals & Statement Summary Aero engineering giant Rolls-Royce (RR.) this morning unveiled interim results for H1 2020, and reported a significant H1 impact from COVID-19, adding that the timing and shape of industry recovery remains uncertain. The group reported a […]

Ian Pollard – Reckitt Benckiser #RB Impacted By Weak Cold & Flu Season

Reckitt Benckiser Gp RB. The first quarter got off to a slow start but improving growth is seen for  the remainder of the year, particularly in the second half. Like for like full year net revenue target is expected to show growth of 3-4% compared to 1% in the first quarter. The  health business was […]

Ian Pollard – Rolls Royce impacted by engine issues.

Rolls Royce Holdings RR 2017 was a year of strong recovery, with financial result ahead of expectations. Underlying organic revenue for the year to the 31st December rose by 6%, profit before tax by 25% and earnings per share by 27%. The results were however impacted by the challenge and cost of managing what it […]

Rolls Royce & BP Seeing Light At The End of The Tunnel

Taylor Wimpey TW is increasing its special dividend from last years 9.2p per share to 10.4p payable in July 2018 after profit before tax for the half year to 2nd July fell by 23.7% and basic earnings per share by 22.7%. The company claims that trading has been very positive with good consumer confidence, especially […]

Rolls Royce Wants to Become Trusted

Rolls Royce Holdings RR is to try and become a more trusted company with high standards of business conduct in an attempt to remedy past misbehaviour which produced disastrous  2016 results including a 49% fall in underlying profit before tax at constant exchange rates.  On a reported basis that became a loss of £4.6b after […]

Curates Eggs For Breakfast Today

Morrisons MRW brings good news for the consumer if not for itself, with price deflation in the  quarter to 1st May reaching 2.6% and expected to continue. Compared to quarter 1 2015 Morrisons has done well. Like for like sales this year were up by 0.7% or 1.2% including fuel  compared to last years falls […]