reports
- Pierre FerraguÊ
Oracle RPOs: Beginning of the bubble... or beginning of the AI era?
Dear all, After we spent the day trying to figure out where AI compute would sit over the next 10 years, Oracle blessed us with a powerful datapoint: Half a trillion dollar RPOs. We pulled out a note overnight digging into what we learnt last night and confronting it to our deep understanding of the current AI infrastructure landscape. Very interesting findings emerged, follow the link below for details.
- Pierre FerraguÊ
Moody's Ratings affirms Alphabet's Aa2 ratings, assigns Aa2 ratings to...
Moody's Ratings (Moody's) affirmed Alphabet Inc.'s (Alphabet) Aa2 long-term issuer rating, Aa2 senior unsecured notes ratings, and Prime-1 short term on its commercial paper program rating. We also assigned Aa2 ratings to Alphabet's proposed senior unsecured notes, which will be comprised of various...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 22-Nov-2024 / 13:45 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be name...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 21-Nov-2024 / 14:23 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), set...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 20-Nov-2024 / 14:02 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be name...
Form 8.3 - The Vanguard Group, Inc.: Centamin PLC
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin PLC 19-Nov-2024 / 14:20 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), set...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 14-Nov-2024 / 14:12 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be name...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 12-Nov-2024 / 13:47 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be name...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 11-Nov-2024 / 14:08 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be name...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 07-Nov-2024 / 15:38 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), set...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 04-Nov-2024 / 13:52 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), set...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 28-Oct-2024 / 13:03 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), set...
The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) The Vanguard Group, Inc.: Centamin plc 23-Oct-2024 / 14:25 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and be...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 22-Oct-2024 / 14:01 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), set...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 18-Oct-2024 / 13:57 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), set...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 16-Oct-2024 / 14:33 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), set...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 15-Oct-2024 / 13:52 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), set...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 14-Oct-2024 / 14:17 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), set...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 10-Oct-2024 / 14:21 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), set...
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