Bos Glb Hldgs Share Discussion Threads

[spob] 17/3/2006 19:24

it's near as damn it

the discount is due to the fact that peeps do not want to wait untill the money comes through . You could make a better return by taking your money now and putting it to work elsewhere rather than wait 2+ months for it.

Also market believes that there will not be a better offer.

[tone] 17/3/2006 14:09

why is this not 300p per share ??

[spob] 17/3/2006 12:13

over and out

[entj] 17/3/2006 08:38

No - enough shares have been promised now, I think.
I've just taken 296p and very happy with it.
Got somewhere more interesting to put it now!
Good investment result, shame about losing a British company!
Good luck to all.

[e-boffin] 17/3/2006 08:32

Does anyone think we may see a counter bid?

[teasle] 17/3/2006 08:18

Well the £3 offer is on the table - but does anyone know if Lush is still in the picture ?

[monkeykiller2] 01/3/2006 16:26

come on Body shop 300p

[teasle] 26/2/2006 21:04

We`re in for a very exciting week I feel - everyone will be on their marks sharp on time tomorrow morning ready for the OFF !

[le mass du pap] 26/2/2006 16:07

Thanks for that entj. Sounds very positive, the more the merrier! I thought Lush seemed like an obvious bidder. But surely L'Oreal won't wait until 25 April to have a meeting of the board and discuss a bid if there are others sniffing around? I expect to hear something a bit more concrete in the next few days/weeks, especially if there is competition.

[le mass du pap] 24/2/2006 12:33

Holding up well considering some may have been tempted to take profits following the surge yesterday. To me this shows confidence in the probability and reality of an offer from L'Oreal etc at well over 300p. Investors are holding out for an offer and rightly so. The press this weekend are bound to dedicate some column inches to their take on the situation and if we're lucky we may get some extra snippets of information. So it all looks very positive, bring on the bid!

[entj] 24/2/2006 12:25

hmm.. they just did that to embarass me!

[entj] 24/2/2006 12:22

another tick up soon, judging from Level 2

[monkeykiller2] 24/2/2006 10:57

3.50p a share

[alexbear] 24/2/2006 10:39

LOL! Not long to go to the expiry date either!

[le mass du pap] 24/2/2006 10:26

"........Mr Saunders is retaining the shares......"

LOL. Well you would if you were about to get over £3 for them!

[alexbear] 24/2/2006 10:23

The Body Shop International PLC ("the Company")

Notification of interests of Directors and connected persons


The Company announces today that on 23 February 2006 a Director, Peter Saunders, exercised options over 11,046 ordinary shares at a price of £0.86 pence per share. The relevant options were granted under the Company's Share Save option scheme on 26 July 2002 and, unless previously exercised, would have expired on 1 March 2006. Mr Saunders is retaining the shares and as a result his total shareholding is 111,046 ordinary shares in the Company (approximately 0.05% of the issued capital).


24 February 2006

[le mass du pap] 24/2/2006 09:52

Steve Davies, analyst at Numis, advises taking advantage of the spike in the share price to top-slice holdings, pointing out that instances of major manufacturers buying retail businesses are rare.

"We wonder how the Boots and Superdrugs of this world would feel about stocking L'Oreal products on their shelves if the French company also owned one of their high-street rivals," Davies said.
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This is not a viable comment. I cannot imagine that 'the Boots and Superdrugs of this world' will stop stocking L'Oreal products(the worlds biggest cosmetics/toiletries manufacturer)just because L'Oreal have their own shops. It's absurd. L'Oreal products account for a large proportion of their revenue so it would clearly be a case of shooting oneself in the foot. Also we do not know if L'Oreal plan to keep the stores. They may sell off the property to the likes of Starbucks,Costa Coffee or MacDonalds and just keep the core formulation and development section to produce the products which will then expand the range on the very same shelves of Boots and Superdrug. One thing is for sure, the Body Shop brand/image/ethic is exactly the kind of thing that L'Oreal would like to add to their intentionally expanding portfolio of products.

[entj] 24/2/2006 09:42

LMdP
Just saw your comment on the other thread - would be worth reposting here if you don't mind.
I agree that the NUmis comment isn't really viable. For one thing, Body Shop itself was always both a manufacturer and a retailer! For another, although it is true that big multinationals find managing retail difficult, they are continually experimenting with it and eager to get it right. And they do acquire businesses with existing retail presence - witness Khiel's and L'Oreal!

[le mass du pap] 24/2/2006 00:26

Steve Davies, analyst at Numis, advises taking advantage of the spike in the share price to top-slice holdings, pointing out that instances of major manufacturers buying retail businesses are rare.

"We wonder how the Boots and Superdrugs of this world would feel about stocking L'Oreal products on their shelves if the French company also owned one of their high-street rivals," Davies said.
------------------------------------------------------------------------------

This is not a viable comment. I cannot imagine that 'the Boots and Superdrugs of this world' will stop stocking L'Oreal products(the worlds biggest cosmetics/toiletries manufacturer)just because L'Oreal have their own shops. It's absurd. L'Oreal products account for a large proportion of their revenue so it would clearly be a case of shooting oneself in the foot. Also we do not know if L'Oreal plan to keep the stores. They may sell off the property to the likes of Starbucks,Costa Coffee or MacDonalds and just keep the core formulation and development section to produce the products which will then expand the range on the very same shelves of Boots and Superdrug. One thing is for sure, the Body Shop brand/image/ethic is exactly the kind of thing that L'Oreal would like to add to their intentionally expanding portfolio of products.

[entj] 23/2/2006 22:52

LMdP
Tu as raison.

[le mass du pap] 23/2/2006 21:04

It's likely to be a lively auction if L'Oreal makes an offer, which can only be good for anyone who holds. If so we could easily see well over 300p.

I agree about P&G as they are always sniffing around, they were looking at Boots Contract Manufacturing(cosmetics&toiletries division) around 8 years ago, Boots make their Head & Shoulders amongst other things. With Body Shop's position in the market and strategically placed retail outlets they would be very attractive to a lot of potential bidders. There is also a general move towards 'ethical' producers these days and the likes of L'Oreal really want to be in on it. They would probably retain the Body Shop brand but give it a logistical shake-up and some financial clout. Body Shop is one of the most recognisable names in that area. Unilever, amongst others, may also fancy it.

Question is, why would L'Oreal say anything now if they hadn't discussed it at a more 'advanced' stage? You could understand BOS issuing a statement re- share price movement, but the statement from L'Oreal is very bullish! Together with the Body Shop's neutral statement which(significantly) does NOT dismiss the idea, it means they are likely to be up for it as well! I have a hunch that this probability may be further on than many think.