Member Info for Alessandro

How much are lenders charging companies with a similar credit rating? I would like to know how much earnings could be affected. 2030 is not that far out in the future (although rates may come down by then!)

US market is overstocked

Assura not Asus

What are the typical interest rates on debt for companies with credit rating of A- (I think that's the Fitch credit rating for Asus)? I'm trying to figure out how much more Assura will pay in cost of financing at debt maturity, assuming rates stay the same. Assura at some point in the coming years will have to refinance some £2 billions pounds of long term liabilities.

How come this REIT is trading at a large NAV discount?

What are the concerns? Interest rates? Debt seems well covered by earnings.

"Aptamer and Unilever are now drafting patent applications to protect these developments and downstream commercial applications."

What on earth is Unilever going to put into market, this does not look like a consumer good product?!

Amazing thanks GoTrader, I couldn't find this info. How much did Lemos pay per share for the purchase of the 7.5M shares?

In November Americo bought 1,367,012 shares, holding a tolta of 9,837,469.

I cannot see any trades to add up to the almost 10 millions figure. How did Lemos get to own that many shares? Are these paid out of his own pocket?

Why did Assura added the losses from revaluation of asset to the operating profits?

The operating profit should be the cash inflow from operations, not from asset revaluation.

Why does Future not pay a higher dividend? The yield is ridiculous compared to the earnings. Does anyone know what Future does with the wad?

Jupiter, Why International Paper specifically?

Why does Somero have no brokerage rating?

Bottom line, reject and carry on. Smith (DS) will eventually see its share price trading higher, 400p+.

Smith DS market cap today is about 42% of the market cap of Mondi + Smith combined. Smith is coming into the all share combination with a lower PE than Mondi (at least according to the PE stated on the Hargreaves and Lansdown website). If the valuation on the market is not changing, the Smith (DS) shareholders are actually seeing their shares trading at a higher premium, so exposed to more downside in unfavorable market conditions. The only hope is that the combined companies have more breath for growth.

Mondi is not giving Smith (DS) a great deal.

May Unilever benefit from the British ISA.

When is the next update?

Not a nice opening for JD this morning. Foot locker projections for the year ahead are not helping JD.

Hopefully a contraction for footlocker means an expansion for JD.

Taking a bit of a dive in the morning...

Would the RNS be issued today later in the day then?

Sasa I don't think you can predict the outcome of an offering in terms of price per share to be paid by the offeror, since for Mondi-SMDS it will be an all share combination, therefore you will get X number of shares of the merged company (which will probably still be called Mondi)