🔔 𝗕𝗲𝗳𝗼𝗿𝗲 𝘁𝗵𝗲 𝗕𝗲𝗹𝗹🔔
𝗪𝗵𝗮𝘁’𝘀 𝗛𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴 𝗶𝗻 𝗧𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁𝘀?
🔹 $ABF.L (Associated British Foods) shares lost over 3% after reporting earnings, with sales of one of its brands plummeting over the summer thanks to the “pingdemic” which meant hundreds of thousands of British... Mostrar mais Traduzir
$RMG.L (Royal Mail)
In this video I give my view on Royal Mail Group (RMG).
The company is a stalwart having growth revenue at 5% CAGR and EBITDA at 10% historically.
Recently the company paid down almost all of its debt AND with the 1.5 Billion GBP it has on its balance sheet, it could buy back ~25-30%... Mostrar mais Traduzir
I wanted to get a mid-month market update out given out largest positions have already been reported and the expectations into the end of the year.
The fear surrounding the delta variant has caused disproportionate pressure on opening up plays such as airliners, hotels... Mostrar mais Traduzir