MEDIA COVERAGE

'Convatec is on a punchy rating. We hope this statement really bottoms out the extent of the problem, but the jury is still out until we see progress in the next three months,' he added. 'If there's not a bit of catch-up then 2018 forecasts could come under further pressure.'

Paul Kavanagh
This is Money 16/10/2017

One shrewd observer, Jonathan Jackson at the stockbroker Patronus Partners, is another enthusiast: “Adidas products have a broad global appeal, from serious or casual athletes to sports fashion, and from mid to high price points. The group is well placed to benefit from the continued focus on health and fitness, the rising middle class in emerging markets, and fashion trends in sportswear.”

Jonathan Jackson
The Sunday Times 12/05/2019

Jonathan Jackson, head of research at Patronus Partners, wrote in a note: “Whatever the conclusion of the investigation, our sense is that this event will force the company to become more open about its succession planning, an issue that has long been a concern for investors. Clearly, it may also accelerate the process of change at the top. We note that there has long been shareholder disquiet over the CEO’s pay awards.”

Jonathan Jackson
The Sunday Times 04/08/2018

Jonathan Jackson, head of research at Patronus Partners, wrote in a note: “Whatever the conclusion of the investigation, our sense is that this event will force the company to become more open about its succession planning, an issue that has long been a concern for investors. Clearly, it may also accelerate the process of change at the top. We note that there has long been shareholder disquiet over the CEO’s pay awards.”

Jonathan Jackson
The Sunday Times 04/08/2018

That was not a good idea, according to Jonathan Jackson, head of equities at the stockbroker Patronus Partners. He did not mince his words: “Vodafone has been an awful share, particularly considering how smartphones have become essential to everyday life.
“Sustainability of dividends is a central issue and the market clearly believes a cut is likely. We wouldn’t commit further funds to this share before results due next month.”

Jonathan Jackson
The Sunday Times 21/04/2019

Paul Kavanagh
Sky News 26/02/2020

Jonathan Jackson, an analyst at the stockbroker Patronus Partners, told me: “The long-term outlook for the eyecare and eyewear industry is positive, driven by an ageing population, increased incidence of poor eyesight, a growing emerging-market middle class, increased use of smartphones and tablets, increased education regarding sun protection, and the growth of eyewear as a fashion accessory.
“The merger of Essilor and Luxottica formed an entity with a global market share of almost 30%, revenues of €16bn and net profits of €1.8bn.”

Jonathan Jackson
The Sunday Times 07/04/2019

Jonathan Jackson, an analyst at the stockbroker Patronus Partners, told me: “The long-term outlook for the eyecare and eyewear industry is positive, driven by an ageing population, increased incidence of poor eyesight, a growing emerging-market middle class, increased use of smartphones and tablets, increased education regarding sun protection, and the growth of eyewear as a fashion accessory.
“The merger of Essilor and Luxottica formed an entity with a global market share of almost 30%, revenues of €16bn and net profits of €1.8bn.”

Jonathan Jackson
The Sunday Times 07/04/2019

 

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