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Lavendon Share Discussion Threads
Showing 3126 to 3150 of 3150 messages
|275 seemed to be a finger in the air consensus.
I expect any price above that to reflect the value of:
1) Two way cross-selling(hiring) with bidco
2)Admin streamlining if bidco has like structure.
|The right thing to do so far has been nothing. Still think that's the best plan-still tempting to let a few go at 276p.|
|Mrtutz I would imagine that Ashtead could be willing to get involved if TVH were to want a partner if I remember correctly last time Ashtead would have taken the uk company and TVH the rest. Ashtead have plenty of headroom within their debt package so who knows|
|Stu1210 I'm not sure Ashtead are interested anymore. I would have thought that they would have been involved before now, although they have been buying ex hewden depots and I seem to remember they made an acquisition recently, so they might be in the buying mood|
|Sold half at 276.Lets see what happens... 271 from TVH ?|
|Could Ashtead join forces with TVH again as they did a few years back?|
|We've come a long way from 205p. Bid over 300p eventually?|
|It's only M & G who have committed to their terms, so others are free to accept a higher bid even if less than 11p higher. Since LVH have already claimed they have got 20% of the stock, it's still all to play for IMO.|
|mrtutz, my thoughts exactly. Genie and JLG must be abreast of the situation.|
|I can't see TVH coming up another 11 pence but you never know....|
|Irrevocable unless a further bid comes in 4% above the Loxam offer.|
sell it high
|270p offer from Loxam. M&G irrevocable acceptance.|
|I'm not discounting another bidder too. Dyor|
I work for Lavendon and hold a few thousand shares in part of the employee share option scheme. I think that there's going to be a move by someone tail end of the week. I wouldn't rule out another bid from a 3rd party company, maybe one of the large US rental businesses. It would be a good move as it would give them access to the profitable UK and ME businesses. I'm playing the waiting game for now.|
Wot no news?
They have now had time for background talks, look at figures etc, form 8.* seem to have largely diminished and share price steady, apart from minor wobble today.
What's the delay, waiting for article 50?, judgement day?
Hit snooze zzzzzzzzzzzzzzzzzzzzz|
|Rather odd that the elephant in the room doesn't even get a mention?!|
|Trading ahead of expectations. Loxam to respond shortly then.|
|Happy bday DR S. My advice is to get hammered :-)|
sell it high
|Sell it high: Insightful, great guess, would explain delay.
BB's were invented for precisely your sort of comments.
I am bit euphoric at mo' it's me birfdee ..not drunk.. only on life ;-)
Thanks again..zzzzzzzzzzzzz until Monday or perhaps Tuesday then.|
|On January 14th last year LVD released their full year results. I'm not sure what the Takeover Panels rules are for releasing results in an offer period but I guess it would make sense for Loxam to wait for results before submitting a new bid.|
sell it high
|Are we expecting a revised Loxam bid here? they had better get a move on, or bored holders will sell out to TVH.|
|All a bit quiet.
My guess is a key figure is on holiday..back Monday, so News/next bid late Monday /Tuesday.
If I'm wrong it's cos the tea leaves are still in the bag! ;-)|
|This appears to be the share that keeps on giving. I rather foolishly cash out under £2.20. Patience is nearly always worth demonstrating in situations like this. Well done to those that had some!!!|
the big fella
|The thing is 275p releases institutional holders from their irrevocable undertakings as it would be over 5% higher than the TVH bid. 270p doesn't quite cut it.|
sell it high
|275 seems to be half expected end price..but think they will follow form with 10p at 270. IMO :-)
Happy New Year to all. :-)|