EMC: Duncan Fox's Tesco call & a little bit more to say. Having sat on my hands for near a month when I found out. Its with great pleasure that Duncan has moved over to Bloomberg Business Intelligence covering consumers and retailers. So one hopes you'll see Duncan's work around, making sometimes brave calls but giving honest and common-sense opinion. All the best in the new role Duncan with circa 30 years under his belt he will certainly be an asset.
Atb Fraser
Duncan- Good luck with the move- nicely timed call re TSCO which seems to have found a few friends following the major changes over there.
ReplyDeleteJust following the AFR moves here and the tennis too this am, with the news today playing into SEPLATs hands if they want to seal a deal in the next week. The best oil pounce given the halving of prices has been the AEN move on Interoil which was a master stroke, so perhaps SEPLAT will get AFR for a few peanuts too.
Cheers. The Leggie