Stuart Fraser may refer to: (wikipedia)
It only just entered China, and there's plenty to do there, so there's concern the management may get stretched.
The U.S. has been a graveyard for U.K. retailers, so investors are a little cautious. It could be that it wants to a get a flavor for the market through a small operation and then make a massive acquisition to get instant size.
Size and leverage and balance sheets will overcome the protectionism.
We're not particularly concerned about rises in interest rates in the medium term. It's a red herring to markets and people can get too carried away.
I disagree with people who think that the market got ahead of itself and that there will be a sell-off,
There is no pressure on Clara. Maybe she thinks the Nasdaq offer is not the final offer, and she's waiting for a higher bid.
It's a nice price, but there might be some other parts of the business to be knocked off too. The management needs to make a fist of its strategy. Otherwise we'll see some bid activity.
We've had a good run, particularly in the UK and Europe, we've had a good start to this year. Most people's (year) targets were for 6,000.
Private-equity firms like strong cash flow and you have that in a betting operation. I think they want to get in there before a possible IPO.
We have seen quite a few people walk away from deals after the management rejects it. Interest rates are going up. Debt financing is costing more, so that's going to put a bit of pressure on what people can bid for.
