Happy to share some thoughts on David + Simon:
On David - While LSL has shown demonstrably better execution than its public peers over time, we believe the C-suite previously lacked sufficient fluency in Financial Services... login to read the rest
Alain - appreciate the detailed response.
Could you comment a bit more on (1) the basis for your excitement around David as the new CEO and (2) why you believe Simon thinks now is the right... login to read the rest
Tps - Thanks for your kind words and questions. Responses below:
Broker Managed Program - Yes, non-discretionary share buyback programs managed by an investment bank are common in the UK. Beyond LSL's program, recent examples include RELX,... login to read the rest
Hi Alain - Thanks for an interesting writeup.
Impeccable timing with the buyback announcement this morning.
Two questions:
Is a broker managed program like the one LSL is putting in place common in the UK?
Also - we note... login to read the rest
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