Elaine Reynolds
23 May 2017

Premier spuds Zama-1 offshore Mexico

The spudding of Zama-1 marks the first offshore exploration well to be drilled in Mexico by an international company in over 80 years. The Talos Energy operated well, partnered by Premier Oil and private Mexican company Sierra Oil and Gas was on our list of wells to watch in 2017. Click here for report.

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23 May 2017

LeEco - Le-trenchment

LeEco looks to return to its roots at home.

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Stephen Rawlinson
23 May 2017 · 2 min read

Market Commentary - Housing, Infrastructure, Construction and Services 23rd may 2017

Renew Holdings has delivered its interims to end March today and Homeserve has told us its finals. In both cases the results are good. Morgan Sindall scorched ahead again today with a 5.7% increase to 1257p.

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22 May 2017

Softbank Vision Fund - UB40

Pressure to employ capital is the biggest risk

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Stephen Rawlinson
22 May 2017 · 2 min read

Market Commentary - Housing, Infrastructure, Construction and Services 22nd May 2017

There is little new news this morning. Civitas, the social housing REIT, has spent another £6m of its £350m equity fundraising. Mortice, a small quoted FM company has won two new contracts worth £2.3m pa in revenue. There is no further news on the proposed acquisition of Berendsen. News flow from AGM updates and March and September year ends flows strongly during the remainder of this week.

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19 May 2017

Alibaba FQ4 17- Intuitive integration

Signs that Alibaba is moving to make the most of its ecosystem.

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18 May 2017

Google i/o 2017 – Brain game.

Superior brains being used to make its services the best.

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Alexandra West
18 May 2017 · 3 min read

Global Xpress has lift off

4th and final satellite launched

Inmarsat’s high profile but somewhat beleaguered Global Express (GX) programme is now almost fully operational. The fourth and final satellite, I-5 F4, was successfully sent into orbit on 15 May. This is significant for the Aerospace and Defence industry because the Global Xpress network provides new bandwidth capacity for secure mobile communications from ships, aircraft and vehicles.

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Stephen Rawlinson
18 May 2017 · 2 min read

Market Commentary - Housing, Infrastructure, Construction and Services 18th May 2017

Balfour Beatty has its AGM today and the update wins the prize for the shortest statement so far this year. The surprise news today is that Elis SA has made a proposed offer to buy Berendsen comprising 440p in cash and 0.426 new shares in Elis SA for every Berendsen share.

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Richard Windsor
17 May 2017

Android Project Treble – Yellow brick road that leads to a fully proprietary Android OS

The launch of Project Treble sees Google finally moving to address the Android updating problem but it also quietly paves the way for Google to take full control of the Android software.

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