Page 16 - Analyst Mark Thomas News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Oakley Capital Investments Analyst Q&A: Value created coming from earnings growth (LON:OCI) Hardman and Co’s Analyst Mark Thomas caught up with DirectorsTalk for an exclusive interview. Q1: Your recent report on ICG Enterprise Trust sits behind a disclaimer. What can you tell us about that? A1: It is just the standard disclaimer that many investment companies have. In essence, for regulatory reasons, there are some countries (like the US) where the report should not be read. In the UK, private equity (PE) is not a simple asset class, and it should only be looked at by professional/qualified...

Arbuthnot Banking Group Analyst Q&A: Strong funding and capital position give it a competitive advantage (LON:ARBB) Hardman and Co’s Analyst Mark Thomas caught up with DirectorsTalk for an exclusive interview. Q1: Arbuthnot Banking Group recently announced the acquisition of Asset Alliance. What can you tell us about that deal? A1: We have long argued that ABG’s strong funding and capital position give it a competitive advantage in doing cheap deals in uncertain markets. On 10 December 2020, ABG announced the acquisition of Asset Alliance (AA), a vehicle finance and related services provi...

Oakley Capital Investment Analyst Q&A: Consistent record of outperformance (LON:OCI) Hardman and Co’s Analyst Mark Thomas caught up with DirectorsTalk for an exclusive interview. Q1: Oakley Capital Investments, you called your note ‘NAV: conservative, robust with growth upside. Mark, what can you tell us about it? A1: In this note, what we did was we examined three aspects of the company’s net asset value. Firstly, why investors can have confidence that it is conservatively calculated, there’s no incentive to inflate inflations and a really tech enabled business mix. Secondly, we lo...