Browsing Tag
LSE
9 posts
South32 (S32) reveals $1.1bn Hermosa Taylor capex blowout, but stretches mine life to 33 years as zinc, silver upside grows
South32's Hermosa capex jumped US$1.1B on US tariffs and shaft delays. A 33-year mine life and US$4.5B spot NPV ask whether the market is pricing it right.
April 30, 2026
Reckitt Benckiser (LSE: RKT) holds FY2026 guidance at +4-5% despite Q1 cold season drag and Europe weakness
Reckitt Benckiser holds 2026 guidance at +4-5% LFL after Q1 shows 3.1% ex-seasonal growth. Emerging Markets surge but Europe drags. Read our analysis.
April 22, 2026
Tesco is the UK’s biggest grocer again — and its FY26 results explain exactly why Aldi and Lidl should be paying attention
Tesco PLC (LSE: TSCO) FY26 results: £3.15bn profit, record UK market share, £750m buyback. What the numbers mean for UK retail investors. Read more →
April 18, 2026
Liontrust Asset Management (LSE: LIO) to acquire River Global Holdings to lift AuMA to £24.4bn
Liontrust (LIO) agrees all-share acquisition of River Global Holdings for up to £9.7m, adding £2.7bn AuMA and value equity strategies. Read the full analysis.
March 16, 2026
Domino’s Pizza Group (LSE: DOM) FY25 results: profits fall sharply as supply chain costs and a weak UK consumer bite
Domino's Pizza Group (LSE: DOM) FY25 underlying profit fell 15% to £91.2m. Full analysis of earnings, CHICK 'N' DIP strategy, and what comes next. Read more.
March 16, 2026
Energean (LSE: ENOG) to acquire Chevron’s Angola oil stakes for $260m in first West Africa move
Energean plc acquires Chevron's Angola Block 14 interests for $260m, adding 13 kbbl/d net oil and $119m EBITDAX. Read the full strategic analysis.
March 12, 2026
GSK to sell linerixibat rights to Alfasigma for up to $690m as rare liver disease drug nears FDA approval
GSK and Alfasigma agree worldwide licence for linerixibat, a rare liver disease itch drug nearing FDA approval. Deal worth up to $690 million. Read more.
March 9, 2026
Pan African Resources (LSE: PAF) to acquire Emmerson Resources (ASX: ERM) in £163m deal to consolidate Tennant Creek
Pan African Resources agrees to acquire Emmerson Resources in a A$311m all-share deal, consolidating the Tennant Creek gold district. Read full analysis.
March 9, 2026
New World Resources to be acquired by Central Asia Metals in A$185m all-cash deal
Central Asia Metals to acquire New World Resources for A$185M in cash. See why Antler Copper Project was key to the 150% premium deal.
May 21, 2025