Swen Lorenz

UPDATE (1) – 11:52 AM – Lonmin are up 3% today albeit on slim volume. With almost one fifth of the company’s stock sold short, IF Davis/Glasenberg come back with a control premium proposal we could have the short squeeze of the year. Additionally, the move by Xstrata is probably the first of a number…

For more interesting research & professional Technical Analysis from Cantor Index click here to register for free. 12 Nov 2012 UK Corporate Announcements Aveva reports an H1 pre-tax profit of £25.8m and sees strong organic revenue growth ahead and remains well placed to meet its full year targets Taylor Wimpey confirms its full year forecasts and states…

For more interesting research & professional Technical Analysis from Cantor Index click here to register for free. Monday, November 12, 2012 UK Reporting:- Arm Holdings Plc, ARM, (SM), Aveva Group Plc, AVV, (R), Bovis Homes Group Plc, BVS, (R),), Carr’S Milling Industries Plc, CRM,), Catlin Group Ltd, CGL, (R), Cobham Plc, COB, (R), Dignity Plc, DTY, (R), Interserve…

UPDATE – News from a “sensible” analyst (not not Soc Gen) that backs our assesment of the situation – ”It’s fairly clear that what Xstrata was looking to do was to do a deal with Lonmin at a time when Lonmin had balance sheet problems… giving Xstrata potentially a chance to get quite a good deal,”…

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A cracking episode with a lot of twists and turns that any active spreadbetter will relate to!

All or Nothing. Stocks tend to experience very long periods (5-20 years) of either anemic or exceptional returns, which we call Investment Regimes. For instance, the market returned 1.5% a year from 1962-82, before returning over 16% on an annualized basis from 1983-00. Since the end of the TMT bubble, stock returns have been close to…

One of the more interesting stories I cam across this week was on Bloomberg http://www.businessweek.com/news/2012-11-06/million-dollar-traders-replaced-with-machines-credit-markets) relaying news that at least one, if not more, of the recently sacked UBS traders in the City have been replaced by Algorithms. It must be pretty hard being replaced by a computer, however, computerisation for productivity improvements is hardly…

Economic releases last week out of China showed a significant improvement in the Chinese economy. Pretty much all the data were above market expectations and adds to our thesis that the worst is now behind the Chinese economy. At SBM we have been pointing our readers to this opportunity over the last few weeks months…

For some reason I feel that a blog, even boring old financial ones, should carry an element of human interest. The “interest” today is that I woke up at 8am rather than 6am (such an exciting life eh?!) as I intended to, and so as a result I am now horrifically behind in my work…