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Evraz: steeling for trouble

Shares in international steelmaker Evraz are -6.7% this morning in spite of a largely positive half-year report yesterday, highlighting how geopolitical and macroeconomic factors can do damage even to profitable companies with healthy earnings prospects. USD is surging against major peers, as Sterling remains under persistent pressure of disorderly Brexit, while EUR has been pummelled…

Card Factory – Apologies, for the weather and footfall

Shares Card Factory are down over 7%, at the tail end of the , after reporting negative H1 like-for-like sales growth (-0.2% YoY; excludes new stores) blamed on bad weather and a still cautious consumer. Even if this suggests an improvement to merely flat growth in Q2 vs -0.4% in Q1 (at the time attributed…

Hargreaves Lansdown: Cloudy, with a chance of Brexit

Shares in Hargreaves Lansdown are down 3.4% in early trading after the retail investment platform disappointed investors with a mixed bag of FY results. Net revenues +16% YoY to £447.5m were at the top end of analyst expectations, pre-tax profit grew 10%, while the dividend increased 38%. For trading platforms like Hargreaves Lansdown, however, it’s…

IWG: Takeover desk-ussions terminated

Shares in flexible workspace provider IWG are down an understandable 21% this morning after it called off takeover discussions with a trio of rival private equity suitors (Starwood, Terra Firma, TDR), saying none can offer a deal recommendable to the board. Understandable because it’s almost the mirror image of the 22.8% jump on 14 May…

RBS – From millstone to milestone

After a ten-year £45bn bailout-enforced hiatus, Royal Bank of Scotland (RBS) has finally reinstated a dividend. This signals confidence in future profitability, suggesting that massive restructuring, to shrink what was once, briefly, the biggest bank in the world, is almost complete and that long-running troublesome US litigation is water under the bridge. It’s even talking…

Cheap and cheerful

UK 100 index is flat as a washboard year-to-date and is disappointing bullish traders ever since hitting a 7903 record high in late May. I’ve been looking at a few interesting stocks that followed the UK Index down the drain in the Summer. Could a rebound be on the cards? One interesting name that has…

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