Aegis Group Share Discussion Threads

[mike crowsoft] 27/9/2005 09:27

Is it me, or do Publicis appear to be getting less and less certain of proceeding ?

[pyman] 23/9/2005 16:52

hmm what a lot of stock! plot thickening?

[mike crowsoft] 22/9/2005 20:53

Statement re Aegis Group plc

RNS Number:6486R
Publicis Groupe S.A.
22 September 2005



Response to Speculation

Paris, September 22, 2005-Publicis Groupe SA ("Publicis") confirms that
very preliminary conversations have been held with Aegis Group plc ("Aegis") in
respect of a possible offer. At this stage, it is extremely premature to
conclude that these conversations will lead to an offer for Aegis.



A further announcement will be made if and when appropriate.

[philou100] 22/9/2005 16:47

How to buy Aegis, with a discount 20%.()

See Nord sumatra invest (NSI) quoted on euronext Brussels:
640 euros versus a value (nav) of >820 euros

Vincent Bollore (NSI)has:
*24.600.000 shares AGS; (35.000.000 euros, at 1.395£)
*414.000 shares Vallourec (see Vallourec.fr)- seamless pipe tube: top-perf (800% gain -50 euros at the entry and now 410 euros) (162.000.000 euros)

*cash: 88.000.000.

DYDD

reg;

phil

[mike crowsoft] 22/9/2005 11:33

LOL!

10% of the companies shares traded yesterday.

I am not sure sellers will ever be out of the way.

[miahkaysor] 22/9/2005 08:19

Once sellers out of the way.....this move up to 150 range imho

[pyman] 21/9/2005 19:02

True, we ll see what tomorrow brings- theres a buy for every sell, price has stayed at 1.45 all day but you are right about the upside- unless a bidding war breaks out- which i have hoped for for a long time -even so it ain 't going to go over £1.60

[mike crowsoft] 21/9/2005 14:21

There has been huge selling today.

When your upside to holding is a max of @6p from current levels, whats the point in holding with that risk/reward ?

It seems many of the long term holders are getting out today and the hedge funds are doing their usual low option punts in the hope of a counter bidder.

That could be a big mistake imo, as to get a counter bidder, you need a real bidder first.

We are still a long way from a firm bid.

[dave j] 21/9/2005 11:24

I do think a counter-offer is likely with aegis. However, equally Publicis offer is not definate yet.

Suprised how quiet this thread is although time and time again I have made money on the stocks that are not popular on the BBs.

Well, will have to leave you alone now pyman. Best of luck, hope a higher offer comes through for you.

Dave

[pyman] 21/9/2005 11:08

Publicis are reported in les echos to want a freindly purchase. French usually overpay- Hooray- think they cannot do it all in cash though, hmmm.
Come on omnicon- but i guess they will wait and see.

[pyman] 21/9/2005 10:49

NIce one! I ve been waiting 3 years for this action -still in but only just.This is a prize that will have a lot of interest but the costs may be difficult to live with for some.25p came but is there another 10?

[dave j] 21/9/2005 09:57

I sold today. Always sell on t/over news. Whilst there could be a counter-bid, banking a 40% profit is not to be sniffed at.

[pyman] 21/9/2005 09:27

So who else will come out of the shadows?

[dave j] 21/9/2005 07:48

LONDON (AFX) - Aegis Group PLC confirmed press reports that it has received
a bid approach at 140 pence per share.
But the UK media and market research group said the approach is preliminary,
and there is no certainty an offer will be made. It did not reveal the source of
the approach.
There has been speculation that French entrepreneur Vincent Bollore has his
eyes on Aegis after he bought a 6 pct stake in the company.
Bollore owns 22 pct of French advertising group Havas, where he is chairman.

[pyman] 20/9/2005 13:11

End game approaching methinks. Nice flag formation too.Should be another 25p in it i hope.

[dave j] 05/9/2005 10:51

LONDON (AFX) - Advertising placement company Aegis Group PLC is facing a 1.3
bln stg break-up bid from a consortium of media bidders, The Business reported,
without citing sources.
The group is working with a London-based investment bank to carve up the
firm, the paper said. One trade buyer will take Synovate, its market research
business, and the others will share its Carat, Vizeum and Posterscope media
buying businesses.
The consortium has yet to approach the British business, the newspaper
claimed.
The story comes amid mounting speculation the company will be acquired by or
merge with French advertising company Havas. Recent reports claimed the two have
held talks over creating a media buying joint venture to help improve their
position against rivals such as WPP Group PLC.
Last month, Groupe Bollore, which is controlled by French businessman
Vincent Bollore, bought a 6.0 pct stake in Aegis.
Meanwhile the Sunday Telegraph reported the world's largest advertising
group Omnicom Group INC approached Aegis with a 1.45 bln stg offer at the end of
last year, which was rejected as too low.
[e-mail]
ab/cml

[stonec10] 26/8/2005 09:31

Yesterday and so far today, long strings of 'automatic' buys. Do the traders know something? Have we just found a new support level? Anyone smell another rat? Any opinions?

[stonec10] 25/8/2005 14:06

Is it my imagination or the has volume of trading suddenly increased again (& mostly buying)?

[philou100] 06/8/2005 17:49

Could someone has a idea of the data of these purchases ?

In the letter to aegis (4 august) - seeRNS Nr 7925P of 5th august- from Bollore, "notifialble interest 2 august":

"The 02/08, shares were registered ..."

ref: section 198 et seq, part VI of companies Act 1985


many thanks

[j tuwatmoya] 05/8/2005 16:28

it could add a lot more risk into the financial system ;)

[dave j] 05/8/2005 15:44

Who cares. 30% in just a few days works fine for me.

[j tuwatmoya] 05/8/2005 15:41

well good luck to anyone who wants to take on some £2.3bn of goodwill for a business only generating £110m operating profits

[j tuwatmoya] 05/8/2005 15:32

so is a bid really imminent?

[dr agon] 05/8/2005 15:16

i dont know,but i like it!!!