WEBVTT - Viaplay Gains, Trustpilot Rises, Neste Climbs 

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news.

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<v Speaker 2>The Stock Movers Report, your roundup of companies making moves

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<v Speaker 2>in the stock market, harnessing the power of Bloomberg Data.

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<v Speaker 3>Let's have a look at some of the stocks on

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<v Speaker 3>the move today here in Europe. I'm Caroline Hepgar with

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<v Speaker 3>Stephen Carroll. We're joined by Bloomberg with portacloone Malay, good morning.

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<v Speaker 1>Good morning.

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<v Speaker 3>So investors are concerned about the war in Iran, but

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<v Speaker 3>there and that means that overall European stocks it looks

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<v Speaker 3>like they're down this morning, but there are also individual

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<v Speaker 3>stories that we should unpack. The Swedish media company via

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<v Speaker 3>Play some take private interest, tell us more.

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<v Speaker 1>Yeah, So, via Play is a Swedish streaming company. It

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<v Speaker 1>operates primarily in Nordic countries, and Kenelplus and PPF Group,

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<v Speaker 1>WHI you are already part owners of that company are

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<v Speaker 1>said to be considering a deal to take it private.

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<v Speaker 1>So they're essentially exploring buying the chares in via Play

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<v Speaker 1>that they don't already own, which because they acquired stakes

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<v Speaker 1>are back in twenty twenty three, and that has really

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<v Speaker 1>boosted the via Play shares today they rose about twelve

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<v Speaker 1>percent on that news of this potential taking private interests

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<v Speaker 1>and so for anless this potential deal would align really

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<v Speaker 1>well with Canal Plus's goals of getting into some international

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<v Speaker 1>M and A, which has been doing a little bit recently.

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<v Speaker 1>It also could mean that via Play could be maybe

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<v Speaker 1>restructured in quite drastic ways because they wouldn't be that

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<v Speaker 1>scrutiny that comes with those public markets. And Alice have

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<v Speaker 1>also said that the takeover costs look quite manageable, so

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<v Speaker 1>overall it does look like it could be a good deal.

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<v Speaker 1>At the same time, it comes at an interesting moment

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<v Speaker 1>for Canal Plus because it was just downgraded just two

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<v Speaker 1>days ago, i think by UBS because of another deal.

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<v Speaker 1>In the uncertainty that comes with this deal. So it

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<v Speaker 1>recently acquired the South African TV service Multi Choice, and

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<v Speaker 1>some analysts have said that this actually will bring maybe

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<v Speaker 1>more on sch than reward. So there seems to be

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<v Speaker 1>maybe quite a few juggling plates for Canautplus at the moment.

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<v Speaker 1>But this via Play potential deal is being received quite well.

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<v Speaker 2>Okay, and on to trust Pilot next. Some positive reviews.

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<v Speaker 1>Yeah, very interesting from trust Pilot this morning. So for context,

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<v Speaker 1>that was one of the companies that was caught in

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<v Speaker 1>this big AI sell off that we were talking about

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<v Speaker 1>a lot in recent weeks, but it's really tried to

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<v Speaker 1>position itself as an AI winner and that was really

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<v Speaker 1>the theme of the release today, the earnings today, and

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<v Speaker 1>also the discussion that I had with the CEO, Adrian

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<v Speaker 1>Blair this morning. So he told me that he really

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<v Speaker 1>wanted to get some partnerships going with major e commerce

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<v Speaker 1>players where essentially the data from trust Pilot reviews could

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<v Speaker 1>be used by AI agents and inform that work. Essentially,

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<v Speaker 1>he refused to say any more about those potential deals,

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<v Speaker 1>but we'll have to keep eyes appealed for that. And

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<v Speaker 1>then another big thing that was coming today from trust

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<v Speaker 1>Pilot is that it expects margin to double from fifteen

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<v Speaker 1>to thirty percent by twenty thirty and that, according to

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<v Speaker 1>the CEO, will also be driven in really large part

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<v Speaker 1>by those AR opportunities AI efficiencies. It is really benefiting

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<v Speaker 1>from those large language models using this trust Pilot A data.

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<v Speaker 1>And so there was a lot of optimism from the

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<v Speaker 1>company and the CEO this morning, and it seems the

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<v Speaker 1>market actually does believe that trust Pilot can be an

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<v Speaker 1>AI winner in that way.

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<v Speaker 3>Okay, that's interesting. But we go back to the energy

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<v Speaker 3>story with our last stock, which is the finished energy

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<v Speaker 3>company NESTY. New research out.

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<v Speaker 1>Yeah, so, well, it's a good time to be producing

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<v Speaker 1>it and refining fuels given all the geopolitical disruption that

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<v Speaker 1>is happening, and so according to Barclay's analyst, NESTY is

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<v Speaker 1>well positioned to benefit. They said that higher refining margins

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<v Speaker 1>for fossil fuels will lead to better cash flow. And

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<v Speaker 1>then also crucially, although it is an oil refining company,

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<v Speaker 1>and NESTY has also been increasingly a leader in renewable

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<v Speaker 1>fuel and sustainable aviation fuel as well, and so that

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<v Speaker 1>is also set to be a big tailwind, and Lissa

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<v Speaker 1>saying that the demand for renewable diesel is set to

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<v Speaker 1>grow about thirty five percent this year globally, and the

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<v Speaker 1>transport sector is going to want more of that domestically

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<v Speaker 1>produced energy sources. It fits within this whole theme of

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<v Speaker 1>energy security energy independence, and so that has driven those

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<v Speaker 1>shares high this morning. Finesse as well.

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<v Speaker 2>The Stock Movers Report from Bloomberg Radio. Check back with

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