Article Category: Moneybags

Aminex shares now good for a gamble

June 1, 2016

WITH THE much larger and better resourced Petroceltic going down the tubes two months ago, the much smaller Irish exploration company, Aminex, now... Read more »

Paddy Power Betfair shares on very high rating

May 18, 2016

PADDY POWER has been a phenomenally successful business and, following the merger with Betfair, it is in a commanding position in the lucrative... Read more »

Hostelworld’s success could attract competition

May 18, 2016

IT IS hard to believe that the tiny online youth hostel booking business which IT geek Ray Nolan and Tom Kennedy – a... Read more »

Vultures profit from Nama strategy

May 5, 2016

WITH Nama about to flog off two further Irish portfolios – Project Emerald and Project Ruby, with a nominal value of €4.7bn –... Read more »

Tuning in and out of Wireless Group

May 5, 2016

FANS OF Moneybags will recall (see The Phoenix Annual 2015) that the launch of the new TV station, UTV Ireland, at the beginning... Read more »

Massive margins at Dalata hotels

April 21, 2016

PAT MCCANN must be feeling pretty lucky, having raised €265m cash in new equity in March 2014 when he floated off his Dalata... Read more »

Manifold impact pushes CRH shares sky high

April 21, 2016

ALBERT MANIFOLD has had a significant impact on CRH since he was appointed CEO in January 2014. He immediately grasped that CRH needs... Read more »

Food sales key driver for Applegreen

April 7, 2016

UNDER THE management of Bob Etchingham, the fuel retailing forecourt company, Applegreen, has been powering ahead. However, it is now on a very... Read more »

Petroneft battle could bring Oil India centre stage

April 7, 2016

IT IS bizarre that two Irish quoted companies, Petroneft and Petroceltic, should have similar names, operate in the same oil and gas industry,... Read more »

AIB’s profits boosted €1bn by accounting strategy

March 24, 2016

COMING OUT of the recent economic turmoil, AIB appears to be making a dramatically greater improvement than Bank of Ireland (BoI), declaring a... Read more »

Only takeover talk justifies Diageo’s rating

March 9, 2016

SINCE Ivan Menezes got the top job at Diageo in July 2013, taking over the reins from the hugely successful Paul Walsh, the... Read more »

What went wrong at Tullow Oil?

March 9, 2016

OVER the past 20 years, Aidan Heavey has adopted a deliberate strategy of exposing Tullow Oil to the high risk end of the... Read more »

Why Ryanair shares could be flying at €26

February 25, 2016

MONEYBAGS has been watching Ryanair closely in recent months due to its fast rising share price and a rapidly dropping oil price. Given... Read more »

Audacious ‘internalisation’ deal at Hibernian Reit

February 25, 2016

IN RECENT times, Kevin and Bill Nowlan – and the latter’s one-time Irish Life colleague Frank J Kenny, along with Frank O’Neill, Tina... Read more »

C&C’s share buyback programme unfair to investors

February 11, 2016

IT TOOK the US share activist, Daniel Lewis, who runs the Orange Capital hedge fund in New York, to really shake up Stephen... Read more »

DCC’s high energy performance

February 11, 2016

THE €464m takeover of the big French Butagaz liquefied petroleum gas (LPG) business is a real game-changer for Tommy Breen in DCC. In... Read more »

Checking out of Dalata Hotels?

January 28, 2016

PAT MCCANN got off to a bad start in Dalata Hotel Group from the time he established it in 2007 up to 2013,... Read more »

I-res Reit benefits from Nama’s strategy

January 28, 2016

THE RECENT sale by Nama of 442 apartments in Tallaght for €83m to the Irish Residential Properties Real Estate Investment Trust (I-res Reit)... Read more »

Did Denis O’Brien turn a profit on Topaz deal?

January 14, 2016

THE SURPRISE sale of Denis O’Brien’s Topaz to the giant Canadian Couche-Tard group raises more questions than it answers. The most obvious question... Read more »

Origin Enterprises has recipe for success

January 14, 2016

IN MARCH last year, Owen Killian’s Aryzta made the strategic decision to dispose of its controlling interest in Origin Enterprises. Aryzta raised €627m... Read more »

Cash rich INM now undervalued

December 17, 2015

RARELY DOES a day go by now without references in the media to Denis O’Brien. As he continues to scatter writs like confetti, it is... Read more »

Cashing in is smart bet for Paddy Power shareholders

December 17, 2015

NEXT WEEK, four days before Christmas, Paddy Power shareholders face a key decision, deciding on a crucial reverse takeover by the much smaller... Read more »

John McCann’s doomed UTV strategy

December 4, 2015

READERS OF The Phoenix were advised from the outset that John McCann’s decision to launch a separate broadcasting channel in the Republic of... Read more »

Ryanair flying high with EasyJet model

December 4, 2015

THE MARKET has taken a real shine to Ryanair since it adopted the new ‘cuddlier’ business model, but the share price is now... Read more »

Muldoon’s new boom boosts outlook for FBD

November 20, 2015

FIONA MULDOON has had a significant impact at FBD Insurance. The former Central Bank exec was only appointed finance director of FBD in... Read more »

Goffs proving itself a thoroughbred

November 20, 2015

THE LATE Charlie Haughey’s only daughter, Eimear Mulhern, has tended to keep a relatively low profile but she put her head above the... Read more »

Total Produce expanding rapidly but what’s the plan?

November 6, 2015

CARL MCCANN has been running Total Produce, the fruit and veg merchanting arm of the original Fyffes group, for nine years and has... Read more »

Can Owen Killian’s strategy pay off for Aryzta?

November 6, 2015

OWEN KILLIAN has been under pressure since March when Aryzta’s shares peaked at €73. Progressive trading updates have increasingly warned of not just... Read more »