There have been plenty of ups and downs for the London market since our last missive. Click here for our take on sub-prime lender Provident Financial's (PFG) home credit problems. In last month's Boardroom Talk podcast interview with chief executive Peter Crook - that's here - we discussed the disruption risk from the divisional overhaul, and the other near-term challenges for the valuation. Those have been brought into sharp relief.
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