Member Info for Alessandro

What caused the drop in revenue in the US?

"US revenue declined by (19)% on an organic basis with softness in Media revenue as a result of greater concentration in the consumer technology verticals as well being less advanced on the execution of the strategy in comparison to the UK business."

What does this mean to the layman? That's a loss of a fifth of the US business. That's quite savage

Has Victoria ever made 1 pound of net profit? Why is this company rated quite highly against, in my opinion, quite poor performance?

AbjectPerformer, apparently you will soon get another chance to top up around 265 or lower.

No takeover bid with director buys, that would be inside trading (which is illegal)

Shares were trading at 50 pounds per share in 2019, how did the market get that sort of valuation back then? maybe lack of opportunities in the market. In 2022 pretax profit were 25% higher and the share price is now 25% lower.

Anyone noticed how busy JD was for the black friday?

I just started looking into this. Debt is atrocious, £2 billions! 888 is walking on egg shells

Why did JP Morgan lower the target price to just over £6? That's quite harsh considering the business made 300million pounds of net profits last year.

What a satisfactory profit before tax would be for the next trading update?

Does the outbreak of pneumonia in China have the potential to cause new travel restrictions?

Apologies in advance for the dumb question. Is the deal sensitive to movement in the BoE interest rates?

How could a drop in interest rates to pre-pandemic level affect L&G with regard to the deal?

Not that much of a breaking news, but published as one, I guess.

Note: The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

https://www.reuters.com/breakingviews/brandings-corporate-titans-face-moment-truth-2023-11-22/

Is it the end of brands for food, beauty, consumer goods in general?

Difference is that IQE is speculative, they need to show a strong potential to place their compound semiconductors in the market, and show that through sales agreements, not jus showcasing the technology.

I don't like ice creams in general that is why I cannot really tell the difference.

I am under the impression this is going to get much cheaper. Till the next set of results in February

Wiscos what is a fair valuation of the stock then, and wh

Had Unilever lost its marbles when it offered 50 billions pounds for a company with £20B long term liabilities and was GSK so foolish to turn it down? Haleon has to rise 70% to match that offer. Good luck to all the investors. Jope should have been given the boot to come up with that offer.

On the other hand Unilever is regretting turning down a takeover offer for £40 pounds per share when after 5-6 years it is struggling to stay above £40 per share. Crazy times.

The people in Unilever are the same, what changed is the top management and the reshuffle in the management.

I cant wait to see what the strategy will bring about. I am not surprised Unilever suffered from volume declines in Europe, the price hikes were brutal. A pack of 4 magnums sells for £1.60 more than the supermarkets own labels

Wiscos, I doubt its a market makers thing. The market is undervaluing lots of business, especially those with lack of visibility on long term prospects

NVIDIA (NVDA) has launched its next-generation of AI supercomputer chips that will likely play a large role in future breakthroughs in deep learning and large language models (LLMs) like OpenAI's GPT-4, the company announced. The technology represents a significant leap over the last generation and is poised to be used in data centers and supercomputers — working on tasks like weather and climate prediction, drug discovery, quantum computing and more.⁠

What does suggest that it may be 40p per share in Feb24?