Analyse this: chief has run-in with City scribbler

THE TIMES 31st Jan 07

Even before last week’s suspension of its shares and this week’s Serious Fraud Office investigation, Torex Retail has aroused strong emotions in the City.

No more so than last month, when Neil Mitchell, its recently appointed chief executive, appeared to have come off worst in a pavement scuffle with a leading City analyst.

Although the precise chain of events leading to the incident remain unclear, The Times has learnt that the slightly built Mr Mitchell was on the receiving end of a headbutt from Stuart Lunn, the software and computer services analyst at Collins Stewart.

The incident took place early on December 1 outside London’s Royal Lancaster Hotel in the aftermath of the London Stock Exchange’s annual techMARK awards dinner.

After the ceremony, Mr Mitchell, who had been parachuted into the AIM-listed company two months earlier, is understood to have been buttonholed by a group of technology analysts seeking greater clarity on his turnaround strategy.

Having arrived at Torex with no track record at a listed software company — he has served as a special adviser to United Utilities and Severn Trent, while his private company directorships had included the Cornish Spring Water Company — the 43-year-old had aroused considerable curiosity within the investment community.

As an analyst with a “sell” recommendation on Torex’s shares, Mr Lunn is understood to have been one of Mr Mitchell’s more persistent questioners. Mr Lunn, who joined Collins Stewart last year from Seymour Pierce, its smaller rival, would not comment on the incident.