Lewis RobinsonFollow

Does anyone have any rationalisation for why UK inflation expectations are so much higher than other economies? US also much lower (~1.7%)

Much of the same drivers in every case - lots of liquidity pumped around, ballooning fiscal deficits, social/political factors etc.

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Lewis Robinson @ExpectingValue·

2 Jul

#SONG is doing exactly what you'd expect from a fund when you combine over-demand for the product with a manager incentivised on AUM

I would be worried about asset quality. It's an opaque market. I don't think disclosures are sufficient to get comfortable on the portfolio.

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Lewis Robinson @ExpectingValue·

26 Jun

#RCN // Redcentric

Paying ex-shareholders who lost money £11.4m in restitution for the period when their accounts were misstated

Who's paying for it? Existing shareholders

Who mis-stated the accounts? Ex-directors

How much are ex-directors paying? Nothing

Justice is served!

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Lewis Robinson @ExpectingValue·

26 Jun

#BOO // boohoo

Delighted to see that Kamani, Kane and Catto, holders of 20.2% of boohoo's outstanding shares (worth almost a billion) are finally going to be aligned with shareholders through a £150m option package

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