Stuart Fraser
Stuart Fraser
admittedly background bit christmas confidence good inflation numbers oil price rally seen sticking stronger
The background has been encouraging so I don't think it's just a Christmas rally to expire completely in January. We've seen good confidence numbers from the U.S. and Germany, stronger growth, inflation well contained. The oil price is admittedly sticking a bit around $60 but it isn't going up anymore.
good start targets uk
We've had a good run, particularly in the UK and Europe, we've had a good start to this year. Most people's (year) targets were for 6,000.
background ending general good news quite year
We're ending the year on a pretty good note. The general news background has been quite positive.
direction front job quite
There are some encouraging signs. They're going in the right direction. Still, they've got quite a job in front of them.
final higher maybe offer pressure thinks waiting
There is no pressure on Clara. Maybe she thinks the Nasdaq offer is not the final offer, and she's waiting for a higher bid.
balance leverage overcome sheets size
Size and leverage and balance sheets will overcome the protectionism.
flavor graveyard instant investors market massive operation small wants
The U.S. has been a graveyard for U.K. retailers, so investors are a little cautious. It could be that it wants to a get a flavor for the market through a small operation and then make a massive acquisition to get instant size.
best clearer company control focusing gives pest view
This is encouraging because it gives a clearer view of where they want to be. With pest control they're focusing on what they do best and where the company began.
bid business fist knocked management might needs nice otherwise parts
It's a nice price, but there might be some other parts of the business to be knocked off too. The management needs to make a fist of its strategy. Otherwise we'll see some bid activity.
concern entered management plenty
It only just entered China, and there's plenty to do there, so there's concern the management may get stretched.
brand cost gerry gets greedy grip huge robinson saga wait
It's the end of a saga that devalues the Gerry Robinson brand - it was greedy of him to want such a huge salary. We'll wait and see how well Flynn gets to grip with things as this has cost him a lot of time.
growth technology
Technology is here to stay. There is long-term growth in the industry.
aggressive enterprise larger looking money punch returning thinks
Punch thinks they can still do these larger takeovers, and Enterprise is looking at disposals and returning money to shareholders. Punch is the more aggressive player.
betting cash flow possible strong
Private-equity firms like strong cash flow and you have that in a betting operation. I think they want to get in there before a possible IPO.