The debt collector has reached the outstanding agreement with its RCF lenders, which for some time suffered from providing insufficient incentives. We
Read MoreA downgrade is "not an option” were the words from management on the last call. Moody’s downgrade was on the cards, and apparently,
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Q1 was as weak as the guidance given in the FY results. We are not changing our FY forecasts yet but will update after the 0830 analyst webcast. Volumes were
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The Q1 numbers were strong. DDE (data business) benefited from NOCS and E&P majors gearing up for a stronger drilling environment. The SMO (manufacturing) business saw a
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The numbers point to some progress in adding customers, with 2025 guidance pointing to additional, if slow, progress. The company forecasts flat revenue in
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The numbers were slightly ahead of guidance, but that is not the pertinent issue for AMS Osram. Details are a little light, but the Company has acknowledged the need to
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OHLA has denied having a cash crisis. This makes more sense to us, given the liquidity available to the company at the time o
Read MoreThe price drops at ASDA are impacting the top line, but volumes will take time to rise. The figures are likely to be similar over the next
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Antolin Idea Pitch video is now live. You can find it on the Sarria website landing page and on the dedicated Antolin page.
Read MorePress reports indicate that Brookfield is seeking to reinitiate discussions with the Grifols family about taking the Company private. As a reminder, Grifols board turned
Read MoreIf OHLA is out of cash, then how has this happened? The December restructuring left the company with nearly €100m in cash, so something is very
Read MoreThe auditors will want clarity on the future before agreeing to the Going Concern wording. With progress on the restructuring,
Read MoreIt is not surprising that an IT project of this size has overrun and cost more than expected. The issues have contributed to the unavailability of
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