Joshua Gaunt-Warner
Person
Joshua Gaunt-Warner is a journalist and market analyst who works as an EMEA equities reporter at Bloomberg. He covers European companies and financial markets.
What Joshua Gaunt-Warner has said on podcasts
11 statements
Lindt’s pricing power is being tested by elevated cocoa prices.
“pricing power has long been a trump card for the company, but it's now being tested amid this inflation in cocoa prices we've seen in recent years”
Open the episode · Lindt Down, Vesuvius Soars, Julius Baer GainsListen at 1:32
Lindt’s volume recovery timing remains uncertain.
“there's still concerns about when a recovery in volumes will happen”
Open the episode · Lindt Down, Vesuvius Soars, Julius Baer GainsListen at 1:48
Vesuvius and RHI Magnesita are close peers supplying heat-resistant refractory materials.
“both companies supply refractory materials that are designed to withstand extreme heat and are very close peers”
Open the episode · Lindt Down, Vesuvius Soars, Julius Baer GainsListen at 2:31
The Vesuvius-RHI Magnesita deal will represent sector consolidation.
“this will be viewed as consolidation in the sector”
Open the episode · Lindt Down, Vesuvius Soars, Julius Baer GainsListen at 2:39
The proposed French infrastructure-sector tax increase would reduce operators’ earnings if enacted.
“this is going to be hitting earnings if it goes through”
Open the episode · Lindt Dips, ADP Down, Julius Baer UpListen at 2:49
Vesuvius trading below the offer price indicates doubts about the deal.
“suggesting there are some doubts”
Open the episode · Lindt Down, Vesuvius Soars, Julius Baer GainsListen at 2:56
The Vesuvius takeover situation will likely remain fluid before October 27.
“The situation is likely to remain fluid as we approach the deadline for a firm offer by October 27th”
Open the episode · Lindt Down, Vesuvius Soars, Julius Baer GainsListen at 2:58
The proposed tax increase is causing French infrastructure-sector valuations to decline.
“that's seeing some of the sector's valuation shed away this morning”
Open the episode · Lindt Dips, ADP Down, Julius Baer UpListen at 3:00
Ending Julius Baer’s enforcement procedure is favorable for investors.
“this is overall a welcome sign for investors”
Open the episode · Lindt Down, Vesuvius Soars, Julius Baer GainsListen at 3:34
Ending the procedure should allow Julius Baer to deploy surplus capital.
“Ultimately, it should allow the bank to deploy surplus capital”
Open the episode · Lindt Down, Vesuvius Soars, Julius Baer GainsListen at 3:37
Julius Baer’s outlook is becoming more attractive to investors.
“investors will be looking at a more attractive outlook for the company going forward”
Open the episode · Lindt Down, Vesuvius Soars, Julius Baer GainsListen at 3:44
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
2 episodes featuring Joshua Gaunt-Warner
Stock Movers
European stocks split over consumer weakness, takeovers and regulation
The episode shows how softer demand, corporate dealmaking and regulatory decisions are driving sharply different outcomes across European shares.
Sep 29, 2026 · 6 min
Stock Movers
European stocks split over demand, taxes and regulation
The episode shows how consumer weakness, fiscal policy and regulatory decisions are reshaping the outlook for major European companies.
Sep 29, 2026 · 5 min