Eurodis Elect. Share Discussion Threads

[momentos] 04/7/2005 12:09

12pm IS the deadline.

So that suggests the T trade wasn't Hermes and Monica spent Friday in the pub. unless she's still working out which is bigger, 1.01 or 1.

[ianturner] 04/7/2005 12:01

Monica is late today.

[momentos] 04/7/2005 11:50

Num Code Price Size Type
0 2046FZ6Q05 1.01 226164 O
1 001CB07E05 1.01 236590 O
2 001CAV7805 1 16000 O
3 2046G39105 1.04 17991 O
4 30484KLE05 1.01 30000 O
5 001CBR8X05 1.15 165000 O
6 30485FHQ05 1 750000 T


KLWT bought 492,754 Sold 17,991 at a guess.

Question is was T trade Hermes?

[edward3] 04/7/2005 11:44

No EPT Disclosures yet............

[mike012321] 04/7/2005 09:33

yes,nice timing. A bit too good!

[ed winchester] 04/7/2005 09:31

yes, i am sure they will be, just hope we as shareholders can be part of it. As a combined group eurodis can turn profitable very very quickly. I guess that's why the 3rd party is interested in eurodis, they've waited for the management to deliver the cost cutting and then make their move.

[mike012321] 04/7/2005 09:28

Thanks Ed. If shares are offered, I guess there could still be quite a lot of potential in the combined group. One very strong pan-European distributor and one fewer pan-European dists in the market place.

[ed winchester] 04/7/2005 09:21

mike

they could merge and as a combined group retain a listing. shareholders receive new shares in the combined group.

If they offer cash for eurodis then as you say its over for shareholders.

[ed winchester] 04/7/2005 09:18

thanks ed3

[edward3] 04/7/2005 09:14

Ed com'd -

offer 3.5m 1.05p
bid 250k 1.01p

[mike012321] 04/7/2005 09:08

morning chaps

The following is a confused attempt to make sense of the possibilitites re any proposed merger with a private company (eg Rutronik). Any comments welcome.

1 If a cash offer is made for Eurodis then - if accepted - we will receive whatever it is and that will be that-end of the road.

2 If a share offer is made,in order for Eurodis shareholders to receive shares in new company,this would need to be listed (in practice?)

3 It is perhaps unlikely that any newly-formed company would be listed,given that Rutronik,the offeror,has been private.

4 However,if Rutronik doesn't have the cash,it may make a share offer,forcing it in effect to opt for a listing for the newly-formed company.

5 Even if any newly formed company is listed,could Eurodis retain a separate listing?

6 Could Rutronik remain private and Eurodis keep a listing?

All in all,doesn't it seem unlikely that Eurodis would retain a separate listing, in which case there'd be less potential for share price appreciation?

[ed winchester] 04/7/2005 08:56

morning ed3

l2 : 2 v 1

limits ?

[edward3] 04/7/2005 08:54

Morning all..........anyone around ?

feeling pretty lonely on my tod...........

[dr square] 03/7/2005 09:18

Ed
Your comment that it can't be WPG post 8142. Because they have not issued an RNS. I don't think ELH had to issue an RNS. It suited them to do so at this time and they had the excuse (Broker & magazine speculation) it served them. Here are our Books but everyone will know you are having a look. But I do think it is not WPG though.

Correct me but
On the 25/1/05 the share started to move of its bottom trading range 1.55p
31/1/05 Directors buy at 2.14p
Newspaper speculation on the 19th February on possible moves a foot
Phillips pulls the plug 23/3/5
Peel hunt / Magazine speculation June
Directors announce talks

Warped thinking process

City gets wind something is stirring end of January beginning of February. The Directors send a signal that they view the company to be worth not less than 2.14p per share.

Newspaper article appears appointments with Brokers are being missed. And no further director buying. Talks are underway from early February IMHO.

Phillips drop a bomb shell on the 23/3/5 all deals are off. DR has to reassure the current discussion company (at this point it's a case of I'll show you mine if you show me yours except one parties has just had part of his chopped of and does not know how much has gone.) or has to find another company who is interested probably the former rather than the latter.

If DR has not had to find another company after the Phillips announcement whoever it is wants ELH warts and all and are showing that fact subject to the effect Phillips will have. Maybe they already have the Phillips line unlikely otherwise the process would be further along IMHO Or are a major unlikely as any major would carry Phillips line and probably not be to bothered about losing 44 million euro, again the process would be further along IMHO

I would guess that it's Rutronik or a similar sized company. For no other reason than they showed an interest back in 2003, their name seems to keep cropping up. As for the offer below but close to 2p.

Why below 2p directors sent signal at 2.14p since then 44 million has been lost on turnover. Not scientific but there are not a lot of facts to go on. I am also leaning towards a non cash offer due mainly to the strength in the market going forward. Eurodis would have probably traded their way to profit without the loss of Phillips and need to plug that gap. Merger rather than buyout with another strong mid sized European would bring to the table many new franchise, what Eurodis require and quickly rather than going out and recruiting them one by one, This would be IMHO the best way to enhance share holder value medium to long term.
Please feel free to rip this apart

Regards

[ed winchester] 02/7/2005 20:24

as with eurodis comment in the interims, the world market suffered a dip in sales in April and May ... which is reassuring as it shows it wasnt eurodis specific. And as with Eurodis comments about an upturn in the 2nd half, industry press is stating likewise.

See link posted in the header : Chip sales fall in May amid DRAM slump

[chiansaw] 02/7/2005 02:23

Removed by Mrs Chainsaw.

Silly chaps drank too much. i don't know - you boys

[dyfiman] 02/7/2005 00:41

Pete.... if you are still around.,....

no offence meant.... just...
when someone pops up out of the ether stating big specifics......
take it you're are a genuine guy so thanks for the info... 'tis a good bb this so if you state genuine I shall take it as such.

Best regards. goood night.

[knowing] 01/7/2005 22:59

Friday, July 01, 2005 1:18:28 PM ET
Prudential Financial

NEW YORK, July 1 (newratings.com) – Analyst Mark Lipacis of Prudential Financial maintains his favourable stance on the global semiconductor industry.

In a research note published this morning, the analyst mentions that semiconductor companies are expected to post robust results for the June quarter. The growth of semiconductor companies is likely to be driven in the near future by a decline in inventories and the expected increase in utilization rates, the analyst adds.

[dyfiman] 01/7/2005 22:06

Sorry, Momentos....

two questions marks may have seemed rude, but I didn't mean to be....

I see what you were getting at now.

How can a guy say "I can confirm" and not explain fully?

He might well do... and I'd be grateful.

Like a lot of peeps, I've got a few quid riding on who's doing what in this ELH adventure!!
Thanks for the reply and regards.

[momentos] 01/7/2005 22:06

Cheers pete, thats what we wanted! Some idea of source. No offence meant....

[Abuse team] 01/7/2005 22:06

Post removed by ADVFN

[Abuse team] 01/7/2005 22:04

Post removed by ADVFN

[momentos] 01/7/2005 22:02

Anyone can say its someone or other...

[momentos] 01/7/2005 21:55

Not egg-sucking..

I can confirm its actually er, let me think, Deltron.

There's as much substance to my assertion without back up as any other assertion.