Back on Tip TV talking about Sports Direct, Actelion and Swedish Orphan

It's a Monday, so here is a link to today's Tip TV session.

https://www.youtube.com/watch?v=zy4EamEaJOI

Saturday review

There were plenty of interesting nuggets in the today's business sections.

First off, Bryce Elder over at the Financial Times picked up on yesterday's speculation about Flowserve in his market report although reading between the lines of his perfect prose the suggestion is that Flowserve could be just as interested in IMI (yesterday the talk was about Weir Group). Here is a link to Bryce's market report:

The maverick retailer, the upper class fund manager and ... spoof

James "Quinny" Quinn, the group business editor of The Daily Telegraph, has just published a rather good story about the urbane Crispin Odey upping his stake in Sports Direct to back over 5pc. Here is the link:

http://www.telegraph.co.uk/finance/newsbysector/retailandconsumer/12098486/sports-direct-crispin-odey-share-price-fall-5pc-investor.html

RARE Alert: Tesco's latest trading figures said to be "much" better than expected

I'm afraid I'm a bit light on M&A scoops today but here are few bits of juicy market RARE that I stumbled across whilst scurrying about in the undergrowth.

I'm hearing from good sources that Tesco is poised to unveil "significantly" better-than-expected festive period trading figures, so keep an eye on the tape tomorrow morning for an upbeat statement from the supermarket giant.

Office weighs £300m float for 2015 - or will Ashley step back in

Remember that bizarre statement that Mike Ashley's Sports Direct put out a few weeks ago regarding shoe retailer Office?

In case you don't, here is a link a to it: http://www.investegate.co.uk/sports-direct-intl---spd-/rns/trade-speculation---office/201406300700158347K/.

Mike Ashley said to eye a European purchase

Interesting to see Mike Ashley's Sports Direct deny speculation that the company is planning buy shoe chain Office. Here is a link to the statement from Sports Direct: http://www.investegate.co.uk/sports-direct-intl---spd-/rns/trade-speculation---office/201406300700158347K/

I spent the whole of last week trying to stand up a story that Ashley - a true maverick - is trying to purchase a retailer in "Europe" (i.e. outside of the UK) for the Mail on Sunday's business section.