Ladbrokes Share Discussion Threads

[woozle1] 08/6/2015 15:38

Capital are v large US fund manager with a decent presence here in London. Known to be quite smart.
W

[speedsgh] 08/6/2015 15:12

Betfred revelead as third bidder for Ladbrokes Ireland -

[speedsgh] 08/6/2015 13:05

Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability.

We serve individual investors, financial intermediaries and institutions around the world through a broad range of products and services that include American Funds, one of the largest mutual fund families in the U.S. by assets under management.

As a private firm with an independent charter, we are focused on doing what’s right for investors over the long term. In offices throughout Asia, Australia, Europe and North America, 7,000 associates make the needs of our investors their top priority every day.

[neilyb675] 08/6/2015 12:20

Sounds American.....

[oneillshaun] 08/6/2015 12:18

Would love to know who they have picked that up for.

[neilyb675] 08/6/2015 11:12

Ladbrokes plc (the "Company") received notification on 5 June 2015, that with effect from 4 June 2015, The Capital Group Companies, Inc. has a material indirect interest in 56,928,549 ordinary shares of 28⅓ pence each in the Company, being 6.1677% of the Company's issued share capital.

[oneillshaun] 08/6/2015 09:03

Seems that the rumours are getting no love, shame would have been nice.

[trentendboy] 06/6/2015 16:04

True SCH on a higher multiple but growing more quickly and whilst OPAY is a quality asset and my largest holding with GVC I still think that the SCH share price does not reflect a TO premium and also the new financial business that PTEC may well be sending their way. They are smaller and will grow quickly. Finally they have a much better divi policy - very aggressive and it pays out

Interesting news of Paddy and Lads. I am sure there is database overlap but as you say, they get a proper high street presence.

[oneillshaun] 05/6/2015 14:35

Of course no RNS and the price slides!!!

[woozle1] 05/6/2015 09:34

hi trent .. why sch over opay .. opay is bigger and cheaper and potentially lots of cost savings .. i'm not in opay but did well from when it was trading at cash value but not impressed with Leonoff doing the share sale that was a not sale ..all that said, I'm a sucker for cheap shares .. W

[oneillshaun] 05/6/2015 08:06

Capercallie - i think it is wishful thinking for some of us short term holders, i heard a rumour about Paddy Power and LADS at the start of May, i was told that Paddy Power had actually walked away because a lot of the database crossed over, but on the other side of things this would give Paddy Power a massive UK high street presence.

[capercaillie] 04/6/2015 20:30

I think we may be getting a little ahead of ourselves here. Just one newspaper speculating as far as I can gather.

[trentendboy] 04/6/2015 17:09

secret gaming tips are GAME and SCH for your LADbrokes windfall gains.

I need around 175 to breakeven but would be happy with that. Called the PTEC affect too early but I agree that PTEC could be a poison pill. They may be happy to be paid off Hills style though.

[oneillshaun] 04/6/2015 09:27

Woozle1- i agree with you in terms of finding the next stock to jump into, very hard but to be honest at 175p i would take that anyway.

If a bit comes they will flood in this would a be huge M&A for the gaming world.

[woozle1] 04/6/2015 09:21

Any take out below £2.50-3.00 is bad news as that's what I think this is worth over that the next 18-24 months and if that story is anything to by, so do PAP.

I'm just hoping that this is a silly rumour but it's no secret that PAP want to build greater scale in the UK. PAP could solve the Irish problems by merging their two operations and the online problem would be easily fixed. That being said, the agreement with PTEC could well be a poison pill as online upside has to be shared and I doubt PAP would want to do that.

Patience is the investors friend. I'm not interested in a quick 50% return as it means (i) we won't realise the long term potential and (ii) I've got to find another compelling investment with a good margin for safety and compelling upside, and at the moment there aren't many of those around.
W

[mamcw] 04/6/2015 08:56

Story is specific enough to force an announcement if there is any truth in it by the end of the day. 175p would do me.

[bad robot] 04/6/2015 08:49

Paddy power?

[oneillshaun] 04/6/2015 08:41

Woozle1 - would you be ok 175? or not enough for you?

[oneillshaun] 04/6/2015 08:36

This could be about to get fun.

[neilyb675] 04/6/2015 08:21

1-2-6 LIVE from the trading floor

[stephan1946] 04/6/2015 06:25

Online gambling shares will be on all traders shopping lists today after the daily mail suggested that paddy power or a private equity house were considering a £1.70 bid for Ladbrokes.

oneillshaun, santa heard you.

[oneillshaun] 03/6/2015 14:27

hxxp://www.igamingbusiness.com/news/boylesports-challenges-ladbrokes-irish-plans-amidst-takeover-talk

[oneillshaun] 28/5/2015 09:10

Would love to see this hit 130p by the end of June.

[shar65] 26/5/2015 00:01

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[trentendboy] 25/5/2015 22:33

agreed woozle