Member Info for Trickytree55

Good article about Haleon Sunday Times 08.12.24 in UK and its future prospects.

Some consolidation and Haleon the winner.

Dave Lewis as Chairman & Brian McNamara complement each other.

I have heard from those in motor trade that EV's are NOT selling because entry costs are high.

Also the entry costs for used EV are also high and who wants a clapped out EV with its

myrid problems on the road.

Berenberg has provided a 'bullish' outlook for GSK. It's saying that Zantac litigation is close

to ending.

Moniman,

Unfortunately, MM knows the basics of Profit and Loss,etc

He has been educated in UK - great training ground for business.

Now, what are his motives for NOT following this path.

Yuri,F

Investment in joint ventures - absolutely great.

Highcross Centre in Leicester - former Debenham's store.

Maybe R-R Gagne could form partnership to develop high rise apartments to increase revenues / yields

This is all subject to planning application approval.

R-RG - The CEO commented on sale that it allowed Hammerson to 'concentrate on prime urban real estate with higher yields and stronger returns for shareholders'

This is all positive and expect the SP to head north next 12 months.

Capita does need to tighten up on Cyber attacks.

My company pension provider users Capita.

I was informed last year and recent notification to keep all info private and steps to avoid scammers.

This was NOT on Adolfo watch.

Land Sec has increased its stake in Bluewater Retail Centre by 17%

Land Sec has majority control in Bluewater.

Sunny days ahead for Hammerson

Capital and Regional have extended the deadline for New River REIT to close the takeover to sometime in July.

However, C & R have opened talks with another business regards takeover of C & R.

Bright prospects for Hammerson after July 4th.

It depends on the version of AI being used.

Some great versions of AI do assist the caller in transferring them to the correct department to solve

the callers issue.

I am sure Adolfo CV background will assist on the strategy plus implementation.

Lots of buys.

Are USA investors buying?

Winstanley,

Positive suggestions from this article.

Unfortunately the CEO at ITV lacks communication skills because

she British and shy.

The BOD including Non-Execs have NOT shown 'imagination'

What do you suggest to improve SP at ITV?

JGF

Good to see senior management at Hammerson trying to obtain best price for Value Retail.

It must be apparent that consumer confidence is returning to UK later part of 2024 plus.

After election oncoming govt. could bring back VAT refunds to Foreign tourists shopping in UK

With Brexit UK.

This has caused a lot of fragmentation to UK Financial services.

Europeans are building up their own Financial services.

London SE has lost enormous luster.

The stock exhange indices lag behind other exchanges

More 'cost saving measures'.

Maidenhead plant roles to be shed - approx 436 by 2026

Production of Sensodyne to be transferred to Slovakia

Haleon SP is high.

MM will veto any takeover from USA affilations.

MM likes to call the shots.

MM is small minded CEO

Good news.

Understand Meadowhall Shopping centre is to be sold by British Land

to Norwegian Wealth fund remaining stake held.

No wonder Hammerson SP has risen.

Americans shall not takeover BP.

Overhang of Ukraine war - BP has stake in Russian state oil company

to complicate situation.

Bluebell are looking to be taken over.

Hence - attention seeking comments.

Problem with MM -likes to talk the talk.

Unfortunately MM cannot deliver to THG shareholders.

Change of CEO, BOD, Chairman required.