Showing posts with label WM Morrison. Show all posts
Showing posts with label WM Morrison. Show all posts

Wednesday, 17 February 2016

Village gossip - Sandell Asset Management founder said to be planning to move to the UK

Thomas Sandell, the founder of one Europe's original "event driven" investment firms, could be about   to move old Blighty.

City sources told little Betaville that Sandell has indicated to friends and colleagues he is planning to move to London from New York.

Wednesday, 13 January 2016

4 into 3 or 6 into 5?

Ben Marlow's comment piece in today's The Daily Telegraph is worth a read.

Marlow - a former colleague from time as a cub reporter at Mergermarket.com and a top hack - makes some interesting points about Britain's beleaguered supermarket sector and the potential for consolidation. In case you missed Marlow's article, here is the link:

Wednesday, 25 February 2015

Sunday review on a Wednesday

Apologies for my tardy Sunday review but just thought I would offer a hat tip to Oliver Shah over at The Sunday Times.

Oliver landed the story about David Potts, the former head of Tesco's Asian business, being lined up as the next chief executive of WM Morrison

Sunday, 28 December 2014

Weekend review

It's always tricky at this time of the year to rustle up decent jackanories but my old colleague Graham, "Ruddy", Ruddick hasn't done too badly this weekend.

Graham, who works at The Daily Telegraph and The Sunday Telegraph, got a decent line from his interview with Andy Clarke, the chief executive of Asda, about potential consolidation in Britain's ailing supermarket sector.

Wednesday, 26 November 2014

Dixons Carphone overtakes some of Britain's biggest listed retailers in market capitalisation

Oh look - as of tonight's market close, Dixons Carphone is now larger than both J Sainsbury and WM Morrison, two of Britain's largest supermarket groups.

Dixons Carphone's shares have come a long way since I revealed back in February on little old Betaville that FTSE 250 companies Carphone Warehouse and Dixons Retail were in serious merger talks.

Thursday, 25 September 2014

Supermarket sweep

Mike Ashley's multi-million pound punt on Tesco has certainly caused a stir in the London market this morning.

Ashley is a born trader and maverick entrepreneur and I would certainly be wary of betting against him. However, let's not forget that some of the sharpest "professional" investors in global stock markets have already this year taken substantial positions in listed British supermarkets and, so far, it doesn't appear (I say "appear" as these positions may have been hedged) to have been a good trade.