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Anite Share Chat - AIE

Share Name Share Symbol Market Type Share ISIN Share Description
Anite LSE:AIE London Ordinary Share GB00B3KHXB36 ORD 11.25P
  Price Change Price Change % Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00 +0.00% 125.50 125.50 125.75 126.00 125.50 126.00 42,281 10:12:08
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 118.4 13.7 15.5 8.1 377.65

Anite Share Discussion Threads

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please tell me when it is time to buy- is there still hope for acounterbid?ali47fish
Not much happening here then - not even a whiff of a rumourmbmiah
Cheers werty5, all the best for the future.picobird
Well, my vote against has now been entered.kilgallp
Well I sold out this morning looks like a done deal. Good luck to all holders. Would like to thank Pico for his tireless input and pass on my best wishes to long term holders Irene and Pico and hope fortune smiles on them in futurewerty5
Thanks scobak, We live in hope. Irene.irenekent
Cheers scobak. Thanks for the info & will look into it. I have tracked one or two companies over the years & may give them a go. I think it takes a fair while to 'trust' a BOD. Anite for instance has always been very transparent but it takes time to 'learn' about any company. Unfortunately, we lost at least 20p on the Anite bid simply by the timing of a few weeks. The price has always risen on the IMS & then again on the announcement of the formal results. Add to that the TA forecast over 2-3 months & an array of other factors & that builds to a 50p shortfall. The BOD have certainly put their own interests first, as the CEO cannot be that 'thick'.picobird
I am currently looking at the companies Brian Kennedy is involved in. Seems to be very effective at buying and selling companies in the construction industry. He has previously had connections with Everest, Latium, Epwin among many others. Seems that if you can get in on some of the IPOs that there is usually a good bit of upside. Just a starting point for you Pico if looking to find homes for your proceeds. There is obviously much ongoing research following such people but adds some fun and interest and the prospect of some capital growth. Anyhow good hunting Pico.scobak
Cheers scobak. Glad to hear you have made a little. Not got much to say about Anite now. The BOD put the company up for sale & passed it off as a takeover - very underhand ! That is something which the shareholders should have been informed about & a vote taken at the AGM. In theory it could threaten the court sanction next week if the truth comes out. Going to be looking carefully at whether the markets are going into a Bear Phase. I learnt about bubbles when the technology bubble burst around 2000 so was prepared for the property bubble bursting & got out a good year in advance. GLApicobird
Investors Chronicle of 24/7/15 page 56, takeovers, has changed its stance from 'sit tight' to 'Accept' The writing is on the wall for the closure of this sorry saga. Picobird. Thank you for your knowledge and insights. If it means anything at all to you I have been in and out 3 times over the last year and a bit, and with your unwitting assistance have made money each time. I currently hold 8,000 shares each with a breakeven of 86 pence so will again come up smelling of roses. I am so sorry for those with personal involvement who with all the other shareholders really deserved better. My feelings go to Irene and Pico. I don't see the vote going against or another offer at this late stage so this finds me awaiting the finale.scobak
The consensus seems to be the offer price is too low. I presume we're all voting against?kilgallp
Found some info: "When a takeover bid or scheme is announced, things can move quickly. The price offered may increase, or the period for accepting the takeover bid may be extended. The share price can be a good indicator of whether the market thinks the bid or scheme will succeed. Generally, when the bid or scheme is first announced, the price of shares in the company rises to around the level of the offer price. If the market expects a better offer to emerge, share prices can sometimes be higher than the offer price. On the other hand, if the market thinks the offer is unlikely to succeed, the share price may be less than the offer price". I think the BOD realise that the institutions will accept a low offer without 'rocking the boat'. On the other hand it could be worth 'kicking up a stink' in order to impress the boss.picobird
Interesting that GS are buying in the market and then presumably selling to Keysight at the offer price. Not being that familiar with the takeover rules would it be possible for other Institutions to buy in the market and then sell to GS?. If so I can not see why they would do that given that daily trading appears to be either slightly above or close to the offer price. I still hold here, taking the IC advice for now of 'sit tight', like others I expected a better price (last broker recommendation I have was around 140). Scheme of arrangement is at the end of the month, many of the Institutions still hold substantial percentages, or indeed have bought after the offer. I assume that shareholders are allowed to vote for or against the scheme of arrangement when it comes before the courts, what happens if it is rejected? does the takeover fail? or is there an option for Keysight to come back with an improved offer.technocat
Goldman Sachs represent Keysight, no idea about Fortress.picobird
Fortress Investment are still buying- are they anything to do with Keysights bid?andyj47632
The main difference between a scheme of arrangement (SOA) & a bid is that the former is done through the target company's directors. There is an interesting article which mentions that the SOA bid price can be up to 40% less than the traditional method of takeover. htTP://www.uts.edu.au/about/uts-business-school/accounting/news/takeover-premium-much-lower-schemes-arrangement-study I am wondering whether that fact alone would be sufficient to scupper the court hearing outcome in favour of the bid being rejected. Remember that the BOD have no interest in the shareholders (in practice) & are pushing this deal though 'on the cheap' for their old chums at Agilent. I think the Anite BOD are aiming to save 40% by extracting the company from it's shareholders using this method. That is what the figures reflect. It is also the reason why the timing was so despicable coming as it did before the formal announcement of the 2015 figures.picobird
Zak Mir is a very skilled TA analyst & I have read a couple of his books which are quite outstanding. The fact is that there is nothing for the shareholders to gain by agreeing to this takeover. Looking at the price channel calculation which is a standard tool in TA the shareholders are going to loose by the time the takeover completes. Even though IC states that the P/E ratio of 20 is acceptable, one has to ask ' what has happened to the 20% to 30% premium' which is normal practice to add to a valuation. The only parties who will gain from the takeover are (a) Keysight. They are basically desperate to get a foothold in Anites market. (b) The BOD. Here we have individuals who will be pleased to part with the shareholders. In 2013 the CEO took £6.5 mill as a remuneration package. That is a substantial percentage of Anites profit for someone who is a 'glorified accountant' (he was the CFO some years ago). Their new paymaster will remove the need for AGM's & the voting system. It looks as if the private shareholders are probably in a 'check mate' position as the institutions would rather take their short term profits & run. If they could see a little further than their noses, they would do the sensible thing & either reject the offer or ask for a substantial increase in the bid price of 126p !!!picobird
Zak Mir provided a nice TA analysis shortly before the offer by Keysight showing a price target of 130p. htTP://www.shareprophets.com/views/12601/zak-mir-s-great-request-show-anite-feedback-xaar Zak Mir is a very precise analyst in TA & proves the 126p bid offer to be a discounted offer. I think there is a case here for the institutions to request an increase in the bid price.picobird
16/07/2015 Another contract win for Anite GrameenPhone selects Anite for end-to-end wireless voice quality and broadband data collection and analytics Makes the 126p bid for Anite look like a down payment !!!picobird
Just a thought if a company was interested in Anite would it not be more advantageous coming in at the 11th hr. Rather than showing their hand and alerting competitors with the news media attention a rival bid would attract? "Always look on the bright side of life" GLAbutmac
My attention is now turning to where should I invest next SEPU, LRD, CAR are all on my shortlist of technology stocks. Anyone else have any opinions obviously always DYOR. Oh and as an extremely high risk but possible high reward also looking at an increase in my stake of AVO which sounds like the product it is producing may disrupt the market. GLA and would like to hear about other people's stock picks. Sorry it is off subject to Anite but not much to say that has not already been said on that subject.werty5
Thank you pico for all your efforts; much appreciated.mrsting
I note that 2 companies have had offers of takeover this morning, which the respective BODs have recommended. The offers each had a significant premium to their share price, at 46% in the first case and 49% in the second. These are not my calculations, and I have not investigated in any way, but the top line numbers again emphasise how low the derisory offer made for Anite is.jadeticl3
Thanks for your efforts pico. We can only hope.irenekent
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