Secure Trust Bank Research Report
Small UK bank with an excellent lending history, long runway for growth, and dirt-cheap valuation.
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A collection of 134 issues
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Firm Returns Weekly - ECOR, TMI, TBLD
Ecora Resources
Ecora Resources released their Q3 trading update this week. Portfolio contribution was down significantly at $5.8m vs $14.7m in Q2, due primarily to low production volumes at Kestrel and Voisey's Bay.
The lower volumes at Kestrel were the result of operations moving outside Ecora&
Portfolio changes 23/10/23
Firm Returns Weekly - AV, TMI, WBD
Aviva
Takeover rumours
Aviva has been subject to some takeover rumours that sent the share price up to over 420p earlier this month (the shares have since come back down to below 400p).
The following excerpt from a Shares Magazine article lists some of the companies said to be considering
Firm Returns Weekly - TBLD
Asterigos anniversary update
On Wednesday (11 Oct) Asterigos received a free anniversary update and featured as a daily deal on the Steam homepage.
There was also a developer Q&A livestream which got a good number of concurrent viewers - when I took the screenshot below there were 1,767.
Firm Returns Weekly - TMI, TBLD
Taylor Maritime Investments
Grindrod will be carrying out a capital reduction and cash distribution of US$32.44m in two tranches: the first distribution of US$1.01598 per ordinary share will be payable on 26 October 2023, and the second distribution of US$0.63193 per ordinary share on
Firm Returns Weekly - AV, WBD, TMI, TBLD
Aviva
Aviva is acquiring AIG's UK protection business for total consideration of £460m, in line with their strategy of pursuing capital light growth.
AIG's UK protection business had 1.3m individual protection customers and 1.4m group protection customers as of 31 December 2022.
Aviva to
Portfolio changes 26/09/23
Firm Returns Weekly - WBD, TBLD
Warner Bros. Discovery
Mortal Kombat 1
Mortal Kombat 1 has got off to a strong start, achieving a peak concurrent player count of 38,129 on the day of launch - higher than the 35,147 achieved by MK11 - and holding firm with peaks in excess of 20k in the days
Portfolio changes 22/09/23
Firm Returns Weekly - WBD, TBLD, AV
Warner Bros. Discovery
Webcasts
There are a couple of new webcast recordings available on the WBD website, with commentary from both David Zaslav (CEO) and Gunnar Weidenfels (CFO).
Warner Bros. Discovery - Events & PresentationsWarner Bros. Discovery, Inc. Logo
The Nun II
The Nun II made $32.6m in its US