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Daniel PaulConsultantDan Paul Consultant What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

WH Smith meets City expectations and announces split

April 13, 2006

WH Smith soars as it plans to split | business.timesonline.co.uk

An interesting article - WH Smith insists that it is not splitting to sell of the distribution arm of it's business however this strategy may provoke offers from private equity firms after Permira's offer for the entire business was scuppered by a £250m hole in the firm's pension fund

Daniel PaulConsultantDan Paul Consultant What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Would you spend 20 seconds looking at a shelf?

April 13, 2006

Stores stocking shelves with ads | www.contracostatimes.com

An interesting article and an interesting concept. I'm not an expert on US retail or consumer preferences but I have a good grasp on how I, and most UK consumers, would react to this, and it wouldn't be positive. Ads on the shelf edge when you have already more than likely decided what you want to buy. And will there be ads by the chocolate and crisps at kids eyeline height I wonder? That'll go down well with parents.....

Daniel PaulConsultantDan Paul Consultant What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Experian holds up GUS results

April 12, 2006

GUS paints mixed picture ahead of split | us.ft.com

Following hot on the heels of the timetable announced for GUS's demerger of Experian and ARG comes it's half yearly results - with a downbeat view on UK retail in general, and a very downbeat view on the DIY sector, echoing B+Q's sentiments of a few weeks ago. Indications are that UK Retail is still struggling with DIY very much down in the doldrums in this key pre-Easter period

Daniel PaulConsultantDan Paul Consultant What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Experian holds up GUS results...again....

April 12, 2006

GUS downbeat on retail ahead of demerger | business.timesonline.co.uk

Following hot on the heels of the timetable announced for GUS's demerger of Experian and ARG comes it's half yearly results - with a downbeat view on UK retail in general, and a very downbeat view on the DIY sector, echoing B+Q's sentiments of a few weeks ago. Indications are that UK Retail is still struggling with DIY very much down in the doldrums in this key pre-Easter period.

Michael Miller, Former Independent Consultant

Michael MillerFormer Independent ConsultantIndependent Consultant- Michael Miller What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Wal-Mart Discovers old Territory

April 5, 2006

Wal-Mart to Launch Urban Initiative | www.wwd.com

Wal Mart has announced its plan to expand into Urban zones with high crime and high unemployment. This represents for Wal Mart not only a opportunity to give back but at the same time capture a market that it is presently not directly serving.

Michael Miller, Former Independent Consultant

Michael MillerFormer Independent ConsultantIndependent Consultant- Michael Miller What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

GE readies 500m

April 4, 2006

GE readies $500m, three-year real estate play plan | www.dnaindia.com

It seems that numbers of firms are interested in India. From what I understand the issues to further development in India are exactly what GE R/E is seeking to invest their dollars in, namely, water, power and sanitation. At the same time GE will invest in other opportunities such as Hotels or Retail Centers, etc.

Daniel PaulConsultantDan Paul Consultant What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

No reprieve for UK DIY Market

April 4, 2006

DIY RIP? | news.bbc.co.uk

UK Retail in general, but the DIY sector in particular has been having a touch time recently. Overall the market may be bouncing back a little but the DIY sector is still declining, an issue for the key players in the UK DIY market

Daniel PaulConsultantDan Paul Consultant What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

GUS splits ARG and Experian

April 4, 2006

Demerger of ARG and Experian | www.gusplc.co.uk

After months of speculation and announcements by the company, GUS PLC has now announced the way it intends to separate it’s Experian and ARG businesses. GUS had announced this move 12 months previously but there has been speculation of bids for Experian and ARG. The company has now decided on a demerger strategy.

Daniel PaulConsultantDan Paul Consultant What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

PPI probe may affect retailers and financial services firms

April 4, 2006

Probe begins into debt insurance | news.bbc.co.uk

This article, whilst only an introduction to the subject, could ultimately have a significant impact on UK retailers and financial services firms, with in some cases up to 75% of profits made attributable to PPI and other insurances.

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