It trades on the same multiples as ITX for twice the growth and half the multiple of ZAL for the same growth. If want to be market neutral happy to play vs short ZAL GY. Looking at a peer valuation we see BOO LN is trading at a 25% discount with a PT of 410p….
We’re going to set a bid here on $LINK at $27-$27.5. if it goes to $26 it invalidates our plan so that will be our Stop Loss. Taking profits at $32, we see this holding strong in the coming days. we’re still in very uncertain and unstable market conditions but this is a low risk,…
*Top renewable pick, still heavily discounted compared to the peers *Remains on track with investment program which will make them a top renewable player in Europe with considerable potential for future growth above and beyond *The company also expects to triple its renewable capacity by 2030 in a period where we recently saw the ruling…
Harbour Energy Has Many Attractions, Morgan Stanley : They have it as EW but at PT of 26p and they have a bull case PT @ 35p. Both work for us. With Oil now holding above 70USD i would expect another leg higher once that becomes support. Oil continues to be one of the best…
*We liked the name for the upside in an M&A scenario but with the seemingly low bids coming in, KKR walking away and government still not that stable we are starting to doubt if the timing for such an acquisition is right *Even if the deal is agreed at the speculated EUR 3.5 we expect…
While guidance disappointed despite the already low expectations – Now trading close to the 2019 lows at EUR 50-55 Short interest in UBI is around 16 days to cover – we expect to see some profit taking soon amongst those ANR <GO> does not have a single broker with a target price below the current…
Trade worked very well and reached our target price of USD 0.96 – we are booking half and keeping the other half longer term. Serban’s Crypto Picks: BUY $MATIC as money flows from ETH to Alts Thursday • 06 May 2021 • 11:13 Polygon ($MATIC) – We’re trying to stay ahead of the herd here…
The stock has come all the way from EUR 85 to around EUR 60-65 since February’s guidance cut as analysts have cut projections which has left the stock around the March 2020 lows despite company being in the right industry in Covid times We see the move as overdone and the current consensus as too…
Rights finished trading yesterday – despite Bloomberg saying today – results set for 12th May As reducible orders were possible it was trading through terms on the optionality – this should mean that not much of a rump will be left to place (rights not taken up) Already seeing some strength today and the spikes…
Polygon ($MATIC) – We’re trying to stay ahead of the herd here and are looking to buy some $MATIC. Polygon is a Layer 2 protocol that promises to solve Ethereum’s scalability issues, which makes it a huge potential project. It already rallied in April and has now been going through an accumulation period. We are…