Boot (henry) Share Discussion Threads

[roodboy] 03/5/2005 16:10

are we gonna close below 600p? if we do then this could tank ...

[onehanded] 26/4/2005 15:57

Oh see rumour of someone very interested in store location in high streets.
Going to get a bid or a deal to sell other items from USA company looking to get a hold in the U.K. May well see £8 soon after all. Long stance taken today

[keifer derrin] 12/4/2005 06:39

Boots, which rose 19p on Friday, was in demand again. The shares gained 14.5p to 649p, the biggest rise in the FTSE 100, as rumours of predatory interest from the private equity industry refused to die down.

Analysts reckoned Boots has in effect launched a leverage buyout by putting its healthcare business and 300 smaller stores up for sale and promising to return a chunk of the proceeds to shareholders.

However, analysts at Lehman Brothers said shareholders should question whether this move will realise as much value as full buyout.

[avirags] 11/4/2005 19:22

2020hindsight - just came back from work, boots is getting taken over and the reason is that venture capitalists will try and get in before BHI is sold off
BHI is a cash cow which can be used to leverage the deal - plain and simple
as to take out price needs to be north of £5bio ie. over £7 a share

[2020hindsight] 11/4/2005 07:05

Thanks Keifer.

[keifer derrin] 11/4/2005 07:00

An link to an article in the Express

[2020hindsight] 10/4/2005 17:37

I'm afraid I'm new to this board avirags, so (with the greatest respect !) I have no idea as to the credibility of your statement above. Do you have a link for this please ?

[avirags] 09/4/2005 20:55

boots is going to receive offer next week

[2020hindsight] 08/4/2005 23:18

Looks like some nice healthy interest for the healthcare division - 4 healthcare/drugs groups, and 4 venture capitalists.......





GSK leads contenders interested in Boots healthcare arm - reports
08/04/05 07:11:14 GMT

LONDON (AFX) - Drugs giant GlaxoSmithKline PLC has emerged as a front-runner for Boots Group PLC's healthcare division which the struggling retailer yesterday put up for sale, the Times reported.

Other leading contenders cited by the paper include German drugs group Bayer AG, US group Pfizer Inc, the world's biggest drugs maker, and British consumer goods-to-healthcare group Reckitt Benckiser PLC.

The Wall Street Journal's European edition, citing people familiar with the matter, said four private equity groups were also interested in a business which is expected to fetch up to 1.25 bln stg.

They are US firms Blackstone Group and Texas Pacific Group, and British peers Cinven Capital Partners Ltd and Cinven Group Ltd.

[e-mail]

rhb/slm/

© 2005 AFX News

[2020hindsight] 08/4/2005 23:18

Looks like some nice healthy interest for the healthcare division - 4 healthcare/drugs groups, and 4 venture capitalists.......





GSK leads contenders interested in Boots healthcare arm - reports
08/04/05 07:11:14 GMT

LONDON (AFX) - Drugs giant GlaxoSmithKline PLC has emerged as a front-runner for Boots Group PLC's healthcare division which the struggling retailer yesterday put up for sale, the Times reported.

Other leading contenders cited by the paper include German drugs group Bayer AG, US group Pfizer Inc, the world's biggest drugs maker, and British consumer goods-to-healthcare group Reckitt Benckiser PLC.

The Wall Street Journal's European edition, citing people familiar with the matter, said four private equity groups were also interested in a business which is expected to fetch up to 1.25 bln stg.

They are US firms Blackstone Group and Texas Pacific Group, and British peers Cinven Capital Partners Ltd and Cinven Group Ltd.

[e-mail]

rhb/slm/

© 2005 AFX News

[avirags] 08/4/2005 21:57

the sunday rags will be all over the wall street article, pity that Philip Green is not into these - he would soon sort them out

Boots take out price +++£7.5

[psps] 08/4/2005 09:48

at some stgae someone will bid for Boots

[onehanded] 04/4/2005 09:07

Share buyback and portfolio interest. Gone long, results as expected a bit weak but already priced in. The rumours started already of interest.

[mr.oz] 02/4/2005 12:06

trading statement thursday 7th April
Any thoughts anyone?
Mention on BBerg too - volume coming back
Buy-back programme announced
Worth a punt?

[dwelshmafia] 23/3/2005 09:45

you have heard it first rumours of a bid --take it with a pinch of salt

[ravisingla] 16/3/2005 16:06

a good buy at 608p or still lower?

[keifer derrin] 16/3/2005 12:17

I hope so, but I not convinced that it wont go lower, not unitl we get some decent kind of noise from management

[toucan] 16/3/2005 06:47

Thanks Keifer. It seems we might have seen the bottom.

[keifer derrin] 14/3/2005 06:58

Finance Director Quits - see links





there is more in the times, but I don't have a login account

[keifer derrin] 07/3/2005 15:15

Only worth about £320, he probably earns more than that an hour, but it's better than nothing

[keifer derrin] 07/3/2005 07:42

another link for the papers about boots. I guess they where doing the rounds to do some damage control

[keifer derrin] 02/3/2005 07:40

more links to articles regarding yesterdays RNS













depressing reading.......

[keifer derrin] 02/3/2005 06:59

from the papers and websites

[psps] 01/3/2005 11:36

back to levels seen in dec 2004

[alphorn] 01/3/2005 09:52

Still holding my 700p naked calls so happier to see the decline at last - I, too, was thinking that I had misjudged trading.