The French Finance Minister is not afraid of calling Food Retail strategic and being ridiculed for it, as was his predecessor when yoghurt (aka Danone) was promoted to…
‘Wave II’ of Covid-19 has triggered ‘Lockdown II’ in France and Germany with Spain already at a standstill and the UK not far from capitulating…
Leon BRESSLER and Xavier NIEL (Iliad’s CEO), with a 4.1% stake (value of €200m at the current share price, the breakdown being unavailable) want to…
Veolia has made an offer to acquire 29.9% of the Suez share held by Engie at €15.50/share, or a substantial 26% premium over last Friday…
The Hertz recap while bankrupt thanks to free equity has become the poster child of what has gone nuts in markets, courtesy of central banks. …
With a 4% fall over the last five trading days, the Aerospace sector retains the baton for the ytd worst performing sector at –48%. Even Banks…
The COVID 19 epidemic is hitting the aviation industry, with an unprecedented violence and speed without comparison with previous crises. Its scale is expected to…
Only three weeks ago we looked at Non-Investment Grade stocks (NIGs) with the obvious view that they would not fare well (FROM NIG TO VIRUSED…
We count 77 stocks which are non-investment grades in the AlphaVaue coverage, excluding financials, property companies and holding companies. We seem to agree with the…
In our quick & dirty strategy review dated 06/02/2020, the title read that the Coronavirus had “Minsky moment” potential as the disruption of supply chains…