Expert views
Commentary submitted by Russ Mould in their own words.
Back to profileHikma chief executive replaced by former boss after share price weakens
The shares have lost more than a quarter of their value in 2025.
Drax announces data centre plans as earnings expected at ‘top end’ of forecasts
The company has unveiled proposals to repurpose existing infrastructure and grid links at its Yorkshire power station.
Kroger ditches plans for Ocado warehouse in US as it scales back sites further
A more disciplined approach could still underpin a successful business.
Household energy bills to rise after watchdog approves £28bn investment
The market verdict on Ofgem’s decision to approve £28 billion of new investment in the energy grid is not overwhelmingly positive, with shares in National Grid and SSE trading lower on the announcement.
Bank of England to loosen post-financial crisis capital rules for banks
No-one wanted a repeat of what happened 17 years ago when various banks had to be bailed out.
Consumers ‘protecting their holidays’, says On The Beach
The rapid expansion of EasyJet Holidays and the continued growth ambitions of the likes of Jet2 remain a threat to On The Beach.
Halfords sales and profits tick higher as cycling demand jumps
Investors have been here before and may not be getting carried away as cycling performance tends to fluctuate significantly.
Gambling tax rise not designed to send a signal to betting sector, says Nandy
It’s important to remember that most of the London-listed gambling stocks generate revenue from many different geographies.
‘Urgent’ action needed to revive Pets at Home retail chain, says interim boss
The company is fast running out of time to whippet itself into shape.
National Express owner cutting jobs in cost savings drive
Recently appointed boss, executive chair Phil White, is engaged in yet another effort to get the share price spluttering into life.
BHP abandons latest takeover approach for mining rival Anglo American
The clock was ticking to get in with another offer before Anglo’s merger with Teck became a formality.
Rising unemployment hitting shopper confidence, says JD Sports
A big part of what had been, until fairly recently, a highly successful strategy for JD Sports has involved targeting a youthful demographic who, unlike those burdened by outgoings like childcare costs or a mortgage, have more disposable income to splash on trainers and leisurewear.