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24 April 2018
Rusal gets a lifeline?
[dropcap]Y[/dropcap]esterday evening, in a surprise development, the US Treasury Department ann...
10 April 2018
Dear(er) Vifor Pharma
[dropcap]O[/dropcap]ur endorsement in August 2017 proved to be an ideal entry point for Vifor Phar...
05 April 2018
William Hill's suspended fate
Moving from underdog to favourite, William Hill spent the last month catching up with peers, h...
28 March 2018
Saint-Gobain / Sika : The case for a Pac-Man style offensive
It is clear that Sika is a better firm than Saint-Gobain (SGO). The invisible hand has been saying so ...
26 March 2018
The conflict with Iberdrola has just started!
[dropcap]T[/dropcap]he AGM of Siemens Gamesa on Friday lasted only two hours.The major shareh...
23 March 2018
Reflation Trade and Other Myths
[dropcap]B[/dropcap]anks have over-performed the market over the past two years, recovering a por...
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