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Glencore (GLEN): Digging deep to impress

              4 Novembver 2015 Shares in Glencore (GLEN) remain in recovery mode, with a Q3 update and production report clearly putting investors at ease as one of the first official business reports since the September share price plunge on debt level concerns. This comes via pleasing progress on much-needed…

Hikma Pharmaceuticals (HIK): Investors get itchy feet

              2 Nov 2015                                             Shares in Hikma Pharmaceuticals (HIK) are footing the UK 100 this morning after the pharma company delivered an unpalatable profits warning within its…

Did the Santa Rally start early in 2015?

If you want to improve your forecasting ability, you’d do well to start here: For 19 out of the past 23 years the UK 100 has delivered gains into year-end. These ‘traditional Santa Rallies’ have often seen the index itself top gains of 3% between early November and late December while some of its stocks…

Pets at Home (PETS): Fenton!

30 Oct 2015 Investors in Pets at Home (PETS) are having an allergic reaction to today’s H1 trading statement, toppling the shares by 7% from all-time highs just 18-months post IPO. While H1 sales grew 1.8% organically, strength in several business lines was countered by ‘continuing seasonal challenges’ (a.k.a. persistent weakness) in Health & Hygiene…

Accendo Press Quotes – Week Ending 30 Oct

Integrated gas business is no saviour for Shell Interfax Global Energy – 30 Oct http://interfaxenergy.com/gasdaily/article/18116/integrated-gas-business-is-no-saviour-for-shell Asia: Markets end week on downbeat note as BoJ leaves policy unchanged Yahoo/Digital Look – 30 Oct https://uk.finance.yahoo.com/news/asia-markets-end-week-downbeat-113500829.html Pets At Home shares slide on weaker sales growth Financial Times – 30 Oct https://next.ft.com/content/23594036-7ef2-11e5-98fb-5a6d4728f74e LONDON MARKET OPEN: Stocks Mixed, IAG Drops…

Smith & Nephew (SN): Out on a prosthetic limb

29 Oct 2015 Smith & Nephew (SN) shareholders are legging it en masse this morning despite Q3 results showing underlying revenues +4% and management maintaining FY 2015 guidance. Investors are clearly unprepared to shoulder the combined news of a $275m robotics acquisition (which always carries risk), reported revenues -4% due on account of strong currency…

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