Richard Windsor
14 July 2017

China Internet – Home court advantage

Regulatory enforcement makes life even harder for the foreigners

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Elaine Reynolds
12 July 2017

Significant discovery for Premier offshore Mexico

Premier’s discovery in Zama-1, offshore Mexico, demonstrates why international companies have been lining up to secure positions in the region. The well encountered net oil bearing reservoir in the Upper Miocene that the company estimates contains over 1 bn bbls gross oil in place (while partner and operator Talos Energy gives a range of 1.4 to 2bnbbls).

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Richard Windsor
10 July 2017

Xiaomi - Back in black

Xiaomi is back but ecosystem nowhere to be found.

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Richard Windsor
7 July 2017 · 2 min read

Samsung Q2 17 – Just chipper

A truly mighty performance from Samsung puts it well on track to promoted to being the largest semiconductor company in the world by revenues this year

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Sarah Godfrey
5 July 2017 · 2 min read

JPMorgan Global Growth & Income raises annual dividend by 24%

Payout goes up under 4% distribution policy after year of strong performance

JPMorgan Global Growth & Income (JPGI) has announced it intends to pay dividends totalling 12.16p per share for the financial year beginning 1 July 2017. This will be the first full year of operation for the trust’s new distribution policy, under which it aims to pay out a sum equal to at least 4.0% of the year-end NAV. The proposed dividend – 4.01% of the 30 June 2017 NAV – will be paid in four equal instalments, in October, January, April and July.

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Richard Windsor
5 July 2017

Samsung Bixby - Old demon

The software / AI demon remains un-exorcised

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Elaine Reynolds
4 July 2017

Sound focus on Morocco after Badile disappointment

Sound Energy will switch its focus to its ongoing activity in its Sidi Moktar licence onshore Western Morocco following the sub -commercial gas volume discovered at Badile.

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Richard Windsor
3 July 2017

LeEco - Bleeding out

LeEco could be acquired by one of the BATmen

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30 June 2017

Digital sensors – Eyes and ears

Data is the raw material of artificial intelligence meaning that will be increasingly critical that the sensors that collect that data are reliable and accurate…sensors will remain an area of intense investment and an area where we would want to be invested

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Will Forbes
30 June 2017 · 2 min read

AIMing high

Liquidity in London vs other exchanges

Companies often ask us our opinion on listing whether they should consider listing on other exchanges to boost liquidity and move their shares closer towards their perceived fair value. The answer is a complex one, market timing, industry and peer group as well as overall market sentiment and always have an impact on the answer. However, the chart below indicate the added liquidity that companies see in London (vs Australia and Canada).

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