Time for new names

The last 15 months have seen an incredible rotation of risk and returns and many of the names that offered opportunities last year have done phenomenally well, either because the feared drop in revenues never occurred, or because

Wolfgang Felix24 May 2021AA, CABB, DUFRY, HEMA, LYCRA, LOXAM, RAC, SEADRILL, VOESTALPINE, GENERAL, LOEWEN

Lycra - call tomorrow at 2pm, results uninspiring

Lycra have reported their Full year numbers to December 31st 2019, with reported adjusted EBITDA of 123m, down on lower volume and

Tomás Mannion14 May 2020LYCRA

Rotating the book - 11 names we like and a lot more we really don't

Below is an account of each of the names we follow and have begun work on in the context of Covid19 and Oil prices. Several names stand out as having become either uninvestible or outright attractive - already now.

Lycra - quasi reported via JPM Conference

Lycra presented (presents) at a JPMorgan Conference at have shared some details of their Q4 numbers via the presentation. Full release is 30th March, with a call on 3rd April. We remain

Tomás Mannion25 February 2020LYCRA

Initiation on Lycra

Please find our analysis on Lycra here. We have not taken a position in the bonds but are considering a

Tomás Mannion30 October 2019LYCRA