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Malcolm Group Share Discussion Threads
Showing 101 to 124 of 125 messages
|Higher offer looks unlikely judging by share price reaction so far. Also full RNS text of offer reveals they tried to get bids from other companies last year and were clearly disappointed by the result. This is the relevant paragraph from the RNS:'Accordingly, in September 2004 the Malcolm Board entered into a controlled
auction process and approached a number of potentially interested parties.
After considering the results of these approaches and the level of consideration
being offered by Malcolm of Brookfield (Holdings), the Independent Directors
decided to enter into the discussions which have led to the Offer.'
However, there may be potential bidders (eg in rest of EU) whom they did not approach.|
|MBO set at 105p.
Will we get a higher offer now they have shown their hand?|
|Up again today - the MBO talks were announced by the company on November 26th. Shares may also be helped by bid speculation around Exel in same sector.|
|Yes could be someone is betting on a MBO soon, either way the shares are undervalued I think, 110p a fairer price. A lot of small/mid caps getting re-rated not many bargains left these days!|
|Shares rallying and rise in volume of trade today - maybe the MBO is on the way at last.|
|Still holding, I can't believe the canny Malcolm family
would have gone into MBO talks unless they knew they could pull it off.
The exit price will be 'realistic' & not to everyones expectations
as they were obviously looking at this 2 years ago according to the Scotsman.
If not then shareholders should expect some acquisition action,
we could do with some to wake me up.|
|hmmm, price back down, sold some at 95p, still holding some in hope of MBO, anyone any info on the MBO? Looks like MMs are either tree shaking or its going to fall through?|
|micos, if you're interested in another transport company that may come into play soon check out ALG. Very underpriced currently but could fall back to the mid 250's pence and of course a decent divi also while you wait.
This is the largest car transporter in Europe and it's only a matter of time before it either picks up or gets taken out. Some of it's competitiors are also struggling with Richard Lawson currently in administration for example.
Not a tip so dyor obviously but these are largely ignored by the masses and can be tidy pickings for the patient.|
|Well done on your profit micos. This is one of the stronger plays and it wouldn't surprise me to see a counter offer to that from management possibly from abroad even.
Just proves patience pays eh?|
|Well done Wipo, I didn't get back in again after the holiday. Same old story.|
|Nice rise today, I bought in at 88p the other week, nice and lucky which makes a change!|
|That's enough for me. Off for a couple of weeks to spend my small profit.|
here's that rise we have been waiting for.|
The dividend is a comfort meantime whilst we wait for a rise in the price.|
Last Interims were 1st October with a div of 1.7p paid 4th Dec and xd 5th Nov.
Hard to tell about trading, though I'd say this is one of the stronger plays in the sector, the margins for all the Logistics company's are being squeezed hard. Rising fuel costs the WTD etc. are all making forecasts difficult too.
I feel you're probably safe with this one though as they haven't lost or renegotiated and major contracts I'm aware of and the construction side still seems strong. It's also been one of the fastest growing logistics company's in the last year or so, so the omens look pretty good and you should be ok.|
|Does anyone here know when MAL is due to go XD next?
With my usual good fortune, I tracked these down to 77 before buying back in and now they have gone well below their 12 month low point.
One of these days I'm going to get one of these things right.|
|These have gone low enough for me to buy back in. The dividend seems safe enough but that's probably the signal they have been waiting for to cut it.|
|No. Gone XD.|
|Dip today...higher fuel costs?|
Just thought id tell you about DART GROUP. - The smart investors' favourite budget airline -
A host of shrewd investors are backing budget airline and distribution business Dart Group with one top smaller companies team buying at the start of this month.
Dart (DTG), which operates fledgling budget airline jet2.com and also offers air distribution services using the same planes, has become a tempting destination after a slump in its share price in the second half of last year.
Heres a few reasons why its a good time to buy now...
* Results in 7 weeks (16th June)
* ISA Stock
* The first half of the year Dart's pre-tax profits rose by 31% to £7.1 million from a 16% rise in turnover
* Company is very cheap with a P/E of only just over 7 and a forward P/E of just over 6
* Offers a healthy 4.7% dividend yield
* Market Cap. 45.70 m
* Shares In Issue 34.49 m
* 3.7% spread
* Directors and Institutions hold 61% of the shares, very few in public hands.
* Loads of cash in Bank
* Jet2 operates from Leeds/Bradford and Belfast with flights to 13 destinations once a Belfast-Prague service is launched at the end of this month.
* 16% (net book value) of the total tangible assets is in freehold property with less than 1% in short term leaseholds
* Airline booking increasing this year, a Very good recovery play considering the stock is on the bottom of its range...
When Dart's fleet of aircraft is not being used to transport holidaymakers they are utilised for distribution services, ferrying cargo, fresh produce and flowers. The company is also involved in freight forwarding at Manchester, Newcastle, east Midlands and London Heathrow.
|Nice bit in the indie today|
|A fairly mindless response if I may say so. It sounds like an disingenious ramp|
My view that they are.|