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Moneyneversleeps 28/12/20 22:20
Ha respondido al tema Cobas AM: Nueva Gestora de Francisco García Paramés
Yo desde que entré hace dos años solo tengo cosas buenas que decir, desde la robustez de la cartera en la caída en los meses de febrero y marzo hasta ese ángulo mix entre growth y value que parece que funciona (aunque algunos lo vean incompatible)
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Moneyneversleeps 23/12/20 09:25
Ha respondido al tema Cobas AM: Nueva Gestora de Francisco García Paramés
 Aryzta suitor Elliott Advisors could be considering alternative offer - report23 DEC 2020Aryzta [SWX:ARYN] suitor Elliott Advisors could be considering an alternative offer for the Swiss baked goods manufacturer, the Irish Independent reported. A final decision has not been made, according to the report.  On 18 December, Aryzta’s board turned down a CHF 0.80 (EUR 0.74) bid per share from Elliott. The proposal, which lapsed last week, valued the company at EUR 734m.LINK to original source. 
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Moneyneversleeps 22/12/20 15:53
Ha respondido al tema Cobas AM: Nueva Gestora de Francisco García Paramés
Vaya tela....! EEUU PIBEl PIB de EE.UU. creció un 33,4 % anual en el tercer trimestre del año https://www.efe.com/efe/usa/economia/el-pib-de-ee-uu-crecio-un-33-4-anual-en-tercer-trimestre-del-ano/50000106-4425613
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Moneyneversleeps 19/12/20 23:57
Ha respondido al tema Cobas AM: Nueva Gestora de Francisco García Paramés
 Aryzta to sell businesses in North America, Latin America as part of strategic plan19 DEC 2020Baked goods manufacturer Aryzta[SWX:ARYN] said it plans to sell off its businesses in North America and Latin America as part of a new strategic plan that will see it focusing on its European and APAC markets. The company said it has received a large number of expressions of interest for various parts of its portfolio following the appointment of financial advisers in November to review its portfolio. Press release:ARYZTA is pleased to update the market about the next steps of its strategic plan. The Board would like to thank shareholders for the overwhelming support at the AGM held on 15 December. Shareholders elected a strong, unified new board with robust bakery, financial, governance, and turnaround expertise. The Board looks forward to implementing the new strategic plan and creating sustainable value for all shareholders and stakeholders.The Board collectively believes that ARYZTA is a fundamentally solid business with dedicated employees, well-invested assets, and leading market positions, serving the world’s most successful retailers, QSR, and food service companies. Our plan focuses on reshaping our core business and core markets to “best-in-class” performance for the bakery sector, our food quality, and our customer experiences and relationships.ARYZTA has had a tumultuous few years. It is clear from the feedback from all our stakeholders (shareholders, customers, suppliers, lenders, and employees) that it has been a painful, uncertain and destructive period for all. The newly formed Board is committed to bringing this chapter in ARYZTA’s history to a close. The last three months have confirmed shareholders’ desire to get ARYZTA finally back on track and our two-part plan is already in the process of being executed. First, the preparation for the disposal of selective businesses to reduce the company’s indebtedness is in progress. Secondly, we have taken the first steps to improve the remaining business’s performance to at least peer-equivalent operational and financial metrics.  Concerning the disposal of selected businesses, financial advisers were appointed in November to assist in this process. Furthermore, ARYZTA has received a high number of expressions of interest for various other parts of its portfolio.The Board now confirms that our strategy is to focus on our Europe and APAC markets and to dispose of our businesses in both North America and Latin America. Our engagement with interested parties for these businesses is progressing well and we have already communicated this to our key customers in these regions. As outlined previously, we expect to secure sufficient proceeds to significantly reduce debt levels over the next six to nine months. We will also ensure that we have a smooth transition plan in place in North America and Latin America to safeguard the interests of our customers and employees, our service levels as well as, our product standards. We will update the market on progress in due course. Regarding our plans to improve the operational performance of the remaining Europe and APAC businesses, the preparations for implementation are well-advanced. By the end of 2021, we expect to secure at least a 25% reduction in central overhead costs as we move to a multi-local, lean, and more agile business model. The process to remove central costs has already started as we simplify operations and make local and country management responsible for all their costs and profit delivery targets. This will also result in improvements  in our customer engagement experience through faster decision-making, shorter new product innovation lead times, improved customer service, and enhanced quality control responses.ARYZTA’s FY 2019 EBITDA margin of 9% was the lowest among its European peer group - with the best performance some 60% higher at 16.5% (Company-sourced analysis of European peers). ARYZTA has scale and capability advantages that support our minimum target to improve our EBITDA margin run rate to the peer median level (c.12.5%) by simplifying our business and moving to a multi-local model. We expect that this will be achieved within the next two years.ARYZTA operates in growing markets and many of its European competitors are mid-sized privately owned businesses with succession issues. Once we have improved our performance and reduced our debt levels, ARYZTA will have the potential to actively participate in this likely market consolidation process. We also envisage a return to sustainable organic growth over the next two to three years as our locally empowered business model improves its innovation power and new contract win rate. The imminent rollout of COVID-19 vaccines significantly improves the FY 2021 prospects for a strong recovery in our foodservice financial performance, which has been severely negatively impacted by the ongoing range of government restrictions across all our markets. The Board remains confident that our strategy of simple, practical, and prudent measures will enhance value for all of ARYZTA’s stakeholders.
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Moneyneversleeps 16/12/20 09:37
Ha respondido al tema Cobas AM: Nueva Gestora de Francisco García Paramés
 Aryzta investor VERAISON welcomes strengthening of BoD; pleased with significant progress, to remain invested16 DEC 2020Aryzta investor VERAISON today issued a press release welcoming the strengthening of the Board of Directors through yesterday’s elections at the AGM and the good progress regarding the strategy implementation. VERAISON is not participating in the speculation about a possible takeoverConvinced that the Board of Directors protects the interests of all shareholders in connection with a takeover bid in accordance with its fiduciary dutiesPleased with the significant progress and remain investedLink to press releasePress release:VERAISON is pleased about the significant strengthening of the Board of Directors through yesterday’s elections at the AGM and the good progress regarding the strategy implementation. As a result of such progress, the VERAISON SICAV Engagement Fund has reduced the shareholding (SIX disclosure of today). The engagement has developed very positively since the position was built up in March 2020, with a performance of over 100%. In addition to contributing previously missing competencies (industry expertise and finance) in the Board of Directors, the necessary simplification of the business model was initiated and a credible plan for the company's continued independence was launched. The positive developments have revived the confidence of new investors and existing analysts. Thanks to the focus on a core region by means of divestments, debt will be reduced and the continued independence of the company will be secured. The renewal of the Board of Directors was achieved in two steps and is an essential prerequisite for the successful development of Aryzta in the future.VERAISON is not participating in the speculation about a possible takeover. We are convinced that the Board of Directors protects the interests of all shareholders in connection with a takeover bid in accordance with its fiduciary duties. We are pleased with the significant progress and remain invested.Kind regards,The VERAISON-Team 
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Moneyneversleeps 07/12/20 10:08
Ha respondido al tema Cobas AM: Nueva Gestora de Francisco García Paramés
Extra extra ! Aryzta sells North American take and bake pizza to Brynwood Partners07 DEC 2020Aryzta [SWX:ARYN] today confirmed the disposal of its North American take and bake pizza to Private Equity group Brynwood Partners. Terms and conditions of the deal are not being disclosed. Press release:On 1 December, ARYZTA announced plans to restructure its business model into a multi-local, lean and agile structure. This new model will reduce complexity and over-head costs.As part of these restructuring plans, ARYZTA announces that two members of the Executive Committee, Tony Murphy, Chief People Officer and John Heffernan, President and Chief Commercial Officer, ARYZTA North America, have ceased their roles with immediate effect and will not be replaced. The Board would like to express its gratitude to both Tony and John for their contribution to ARYZTA over the past three years. ARYZTA also confirms the disposal of its North American take and bake pizza to Private Equity group Brynwood Partners. Terms and conditions of the deal are not being disclosed.Link to press release  Aryzta bid from Elliott backed by seven lenders - report07 DEC 2020Elliott Management’s EUR 734m offer for Aryzta [SWX:ARYN] is financially backed by seven of the Swiss-Irish baked goods group’s existing lenders, The Irish Independent reported without citing a source for the information.As announced, Aryzta confirmed receipt of a conditional CHR 0.80-per-share offer from activist hedge fund Elliott this weekend.The Aryzta board is understood to have been given only days by Elliott to make a decision, the item reported.News that Elliott’s proposal is backed by Aryzta’s own lenders will pile on the pressure in the lead up to the food company’s annual general meeting scheduled for next week, where the offer may be put to a shareholder vote, the report said.Link to original source  Aryzta confirms receipt of CHF 0.80 per share conditional offer from Elliott07 DEC 2020Aryzta [SWX:ARYN] today confirms that it has received a conditional offer from Elliott to purchase the entire share capital of the company at CHF 0.80 per share. ARYZTA’s Board of Directors will carefully consider the offer in accordance with its fiduciary duties and processes in due time. ARYZTA’s AGM takes place on December 15, 2020.Link to press release 
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Moneyneversleeps 03/12/20 09:13
Ha respondido al tema Cobas AM: Nueva Gestora de Francisco García Paramés
AVANCE DE LOS DATOS DE NOVIEMBRE DE INVERCOLos inversores salen de las gestoras 'value' pese la subida mensual de dos dígitosLas gestoras han aumentado con fuerza sus patrimonios, reflejando las subidas de rentabilidad de sus productos estrella. No obstante, es temprano para ver si la tendencia se mantiene https://www.elconfidencial.com/mercados/2020-12-03/inversores-fondos-value-rentabilidades-27_2856215/
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