Sage: Update Post Xero Call

Our analyst reiterates our Strong Buy recommendation on Sage following a call with Xero IR.

Just Eat Takeaway: An Evening as a Delivery Driver

Jack heads out on the road to learn more about JET’s logistic orders, and shares his key takeaways.

Yara: Stars Aligned, Finally

Initiating on Yara after watching the fertiliser cycle for years. We think 2019 will be a good year for the company.

Sage: Short-Term Pain, Long-Term Gain

Despite Sage’s FY’20 results, we see a buying opportunity for a company that is sticking to its transformation strategy and making the right long-term decisions.

Sage: Margins Reset & Ready to Grow

We believe this is an excellent entry point into one of the FTSE 100’s best businesses.

Yara: Management Meeting in Oslo

We provide our presentation and feedback to clients after meeting management.

Yara: What Does It Have? (Part 3: Brazil)

We complete an analysis of Yara’s positions in Brazil.

Yara: What Does It Have? (Part 2: France)

This note is the second in a due diligence series focused on the ‘hidden’ value in the downstream Sales & Marketing division.

Yara: What Does It Have? (Part 1: UK)

This note provides a deeper dive into Yara UK, as an initial case study on ‘hidden’ value in Yara.

Schibsted: Forensic Look at the Assets

Deep dive into Schibsted’s marketplaces around the globe with detailed visuals showing the company’s positioning.