EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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Sandvik (SAND SS) Sweden

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Iron Blue Financials

Following publication of its 2022 annual report, Iron Blue increase their SAND score to 24/60 from 22/60 to reflect higher stripped out one-off costs (restructuring and wind-down of Russian operations) and changed DB pension liabilities assumptions (higher discount rate, lower salary increase expectations vs. peers). Regarding governance, Iron Blue continues to flag that half of the board could be deemed non-independent and non-audit payments made to PwC are above average.

Edition: 168

- 01 September, 2023