Sepura Share Discussion Threads

[glenkaz] 20/11/2016 16:06

See this though 27p tommorow ! Gla!

[glenkaz] 20/11/2016 13:33

Yep that would be nice! But have to be honest anything above share price will be a bonus for me! Risky play with a lot of dosh in here! But I'm in till end of play! 🤒

[jayrh] 20/11/2016 12:38

35p was placement price I think it will be at least double this....

[glenkaz] 20/11/2016 09:21

I personally think they have no option bar to be taken over! At least pi have had a great chance to average down and hopefully 40p will do it! Can't see any offer over 50p IMO!

[jayrh] 20/11/2016 09:06

What did they do with the 65 mill will be interesting to find out....

[glenkaz] 19/11/2016 18:05

Good point mr invester could have taken big £90k prof elsewhere but thought of others! £30k down there! But it's gonna boom ! Didn't mind doing it here or rcn as allot of shares owned manipulate by institutions! But thanx for advice and you is right! 🤗🍷 cheers!

[glenkaz] 19/11/2016 12:22

Rcn i made over £45k got in at low 43p should have stayed longer could have made £100k i think with Sepu its takeover now or never! And I hope it's now!

[panic investor] 19/11/2016 12:16

Dyor and worry about your own investment not othersThis is always a risk what you can afford situationI did the same with RCN and made over 40% in a few days - wish there were more tbh

[glenkaz] 19/11/2016 12:09

Certainly allot on Lse concerned about drink waters dump! If he knew something bad he'd have sold the lot! Hedging his bet obvious to me! I'd do the same with that amount! Just like I have a plan b! Should t/o nt happen! Gonna be very interesting Tuesday! Squeaky bum Time 😋

[panic investor] 19/11/2016 09:39

I don't mind but yes I think so

[glenkaz] 19/11/2016 08:46

23.5! Do you think takeover is gonna happen?

[panic investor] 19/11/2016 08:41

On the screen in front of me !!!!

[glenkaz] 19/11/2016 08:30

If no bid and report good where can you see share price ?

[panic investor] 19/11/2016 08:24

I don't think that needs an answer

[glenkaz] 19/11/2016 08:23

What about report bad?

[panic investor] 19/11/2016 08:06

Initial rise and then pulled back imho

[glenkaz] 19/11/2016 08:00

What happens Tuesday update good? Will share price be able to rise or will it be held down?

[glenkaz] 18/11/2016 22:23

1 big seller Mike hedging his bet! Like I in Nuog !!!! If I had a doubt like him I'd sold the fooooooking lot!

[113mike] 18/11/2016 22:15

and why did they bring it back down a bit?

[glenkaz] 18/11/2016 22:10

Why did mm's take it up to 25p🤔

[1gw] 18/11/2016 21:51

Since we've got all weekend (and possibly Monday as well) to wait until we get more rns news, I'll indulge in some speculation.

I've been thinking through the scenario put forward by some of the LSE posters that Henderson has been deliberately trying to dampen volatility in the share price (by selling into rises and buying on dips) in order to encourage Hytera to bid, in the hope that a formal bid from Hytera then brings other parties to the table.

In my view that could be consistent with a "reluctant" Motorola. Motorola's acquisition strategy appears to be focused on software and services and so it's hard to see quite how Sepura fits into that. A Sepura acquisition would appear more tactical for them, and might also be fraught with regulatory risk given the market concentration that could be argued. So I wonder if Motorola has indicated to Sepura/Lazard that it is not interested in pro-actively offering for Sepura, but reserves its right to bid if someone else makes an offer. This would allow Motorola to argue to its shareholders that it is bidding defensively - to stop a competitor gaining significant market share - and that if it wins a bidding contest then the synergies will make the acquisition attractive even though it is hardware-focused. Maybe just as importantly, in the case of Hytera being the first bidder, it would allow Motorola to argue to (US and European) regulators and politicians that the security benefits of keeping Sepura technology out of Chinese hands outweigh the market concentration risk of swallowing a competitor.

So I can just about see the argument as credible here. Henderson could have been trying to restrain the share price in order to encourage Hytera to bid because they believe a Hytera bid will force a Motorola response. I would go further and say that the Sepura board itself might even be prepared to recommend a bid from Hytera in order to secure a higher price from them. But both Henderson and the board would no doubt be hoping that a formal bid from Hytera would provoke Motorola into a defensive bid. The risk of going the "recommended bid" route for the board would be that no-one else does join the party and they end up selling the company for less than it perhaps would have been worth if they had stayed independent and turned the business round.

All speculation of course. Shouldn't be too long to wait now to see what really does happen next.

[glenkaz] 18/11/2016 20:18

👺 hi me nemisis funny we end up on same side! Lol! Sepu been good to me yes sold at 25 think £40k up on her! Have bought back in the last 2 days with £170k ish of own money! Do think without take over price does not reflect company! Do you really think it's Gona happen 🤔 Cheers! 🤗🍷

[apfindley] 18/11/2016 19:59

Was looking at the relative sizes(caps) of both hytera and sepura.Hytera quote sepura as having a current market cap of (renminbi) RMB677million or £80.4millionHytera, as quoted on the Shenzhen exchange have a current market cap of RMB21.88billionSo by these numbers they are valued at over 32 times larger than sepura.Makes it sound like a purchase with a bit of pocket change to them..

[glenkaz] 18/11/2016 19:22

Anyone know how many shares he sold! Ta!

[glenkaz] 18/11/2016 18:23

Some peeps on Lse spooked that drink water dumped half his shares today! I did the same elsewhere as over exposed and he is IMO hedging his bets! If take over dosent hapen he can buy back in at drop! If there is gonna be one! As trading update could be good! He to me is playing safe and prob knows jack of outcome ! Just like me in another share as a large holder! Could some one post this on Lse ! Ta! 🤒