B.p. Marsh & Partners Share Discussion Threads

[discodave4] 01/5/2019 18:58

Two days on the trot...wtf! Lol

[danielbird193] 30/4/2019 20:40

I love a bit of blue ;)

[discodave4] 30/4/2019 19:38

What's this blue all about!!, lol

[discodave4] 16/4/2019 21:33

Bscuit Not too certain about that, if you google "Martin MacLeish form 8.3", it's not the first time he has used 8.3 so doubt it's a case of filling in the incorrect form.Not aware BPM had to issue an acknowledgement of the 8.3, never seen that before for other takeovers/mergers......still strange IMO, but probably something of nothing.

[bscuit] 16/4/2019 21:04

My guess is that MM built up the stake and.self-reported using the wrong form to the LSE and to the company who acknowledged the position by the RNS.

[discodave4] 16/4/2019 19:14

Was this evenings RNS a legal requirement or what?, very strange.

[discodave4] 16/4/2019 09:27

Mr MacLeish bought 3% or 2% off the bat and this still hasn't budged much.Yep, paint, dry, watching, spring to mind. Lol

[retsius] 16/4/2019 07:22

Good discussion .

At least we know he sees value/ potential here which is encouraging; hope that may give the share price a jolt upwards: been like watching paint dry for months.:-)

[danielbird193] 16/4/2019 07:00

Buying 3% gets him in the room though, i.e. Brian can no longer ignore. Will be interesting to see what happens from here.

[peter27] 16/4/2019 03:53

Fair point DD. However no bid will succeed without Brian Marsh's agreement so in the unlikely (in my view) event there surely would just be an announcement of a deal.

[discodave4] 16/4/2019 02:29

Thanks peter, sorry missed the RNS.Didn't realise BPM were in a bid situation!, why use form 8.3 of the takeover code and not TR1?.....strange!For form 8.3 it's holdings above 1% not 3% as with TR1.

[bscuit] 15/4/2019 23:48

Perhaps only bought a few and passed 3% so price wouldn't be disturbed.

[peter27] 15/4/2019 23:47

Not necessarily. He probably bought enough to push him over 3%. He may have been building a position over several years. DYOR I'm just suggesting a scenario.

[steve3sandal] 15/4/2019 23:04

Picked up over 1m shares without moving the share price Nice work and deep pockets. 👍🏻👏

[peter27] 15/4/2019 22:17

He owns 3% as of yesterday.

[discodave4] 15/4/2019 21:05

Haven't a clue, why do you ask?

[retsius] 15/4/2019 13:55

who is Martin MacLeish?

[danielbird193] 13/4/2019 19:18

Let's hope the snail gets high as a kite, this one needs to climb like Lucy in the sky with diamonds!

[yf23_1] 13/4/2019 18:58

Its like a snail on acid. Currently sleeping before its next dose.

[discodave4] 13/4/2019 12:55

Thanks chaps.Peter - It is a rule I apply, looks like one I will break here!, June it is then let's see.

[peter27] 13/4/2019 12:26

DD Three months is not long for a buy and hold. A chartist might say that we are looking at a pennant and with a buy-back floor under the shares they can only go in one direction. I refer you to my post 509.

[retsius] 13/4/2019 11:52

DD

Do not sell now, as the annual figures are due in June.

They should be good with NAV rising and comment from ST.

Brexit stymied plans for LEBC's IPO but as I said in an earlier blog, their profits should be up this current year and that will increase LEBC's stake substantially when it floats.

I also share your frustration at the moment so you are not alone!
R.

[discodave4] 13/4/2019 11:35

Morning,I'm normally very patient as a long term buy and hold investor, but that said if after 3 months I'm still no better than my entry I will seriously consider moving on. So having bought these at 284 early December last year My patience is nearly exhausted!, so apologies to all other holders for moaning but hopefully you will forgive me after over 4 months of my investment just going sideways / nowhere.

[retsius] 12/4/2019 21:07

DD

I know exactly what you mean!

[discodave4] 12/4/2019 16:21

OMG.....can't be, surely not, is that blue? ?