Imagination Technologies Share Discussion Threads

[brokeroad] 06/7/2017 09:43

What happened to JJ?

[richardc77] 06/7/2017 09:42

Watching paint dry might be a better use of time ;)

[jamesrowe] 06/7/2017 09:41

I was enjoying the peace for a while then it got noisy again....

[pottsey] 06/7/2017 09:41

It is very unlikely the 'whole co' may be sold at a substantial discount. They are in profit and with an 80% increase in licencing and the deal in the pipeline to mostly replace Apple they can continue instead of taking a sale at substantial discount. Plus there are multiple interested parties who will most likely try and out bid each other.

[pottsey] 06/7/2017 09:37

Not a lot else to do while we wait for the bids.

[mallorca 9] 06/7/2017 09:37

I'm sure that the Directors will try to achieve a whole company sale for the sake of the employees.
To achieve this though the 'whole co' may be sold at a substantial discount to the current M/C.
All in my humble opinion.

[richardc77] 06/7/2017 09:29

Why are you guys even engaging with this guy??

[pottsey] 06/7/2017 09:28

“Oh dear ... what's happening ?”
What’s happening is you lost all creditably being wrong time and time again. The volume is way higher then normal showing low prices are being snapped up. Possibly no whole sale but very likely as multiple companies are interested reflecting the real quality and strategic value of our businesses.

Have you stop to think possible whole company sale with a bidding war due to multiple interested parties. With the amazing results the value of the company has gone up. 80% increase in licencing which will turn into extra royalties revenue.

[jamesrowe] 06/7/2017 09:25

I think they are..... :-)

[0penallhours] 06/7/2017 09:25

What happened to your £1 forecast on results day M9?

[mallorca 9] 06/7/2017 09:10

Oh dear ... what's happening ?
Why aren't you guy's snapping these up at these ultra low bargain prices ?
Possibly no 'whole company' sale !

[orkney] 05/7/2017 19:44

Thank you Bukko

[bukko] 05/7/2017 17:13

Orkney
link to 4-traders,denial report.


Direct lnk to denial source:

[twatcher] 05/7/2017 16:55

Sharp decline detected....


....in Mallorca 9 postings

[richardc77] 05/7/2017 13:22

James, I was just thinking that very thought. You would also think that in reality anyone that has 14% control of a company would have some inkling of said companies worth and who may or may not be sniffing around...

[jamesrowe] 05/7/2017 13:08

So Baillie Gifford & Co has 42 million IMG shares and was buying yesterday at £1.56. Doesn't that suggest a likely floor to any bid??

[orkney] 05/7/2017 12:37

No 8.3 notification yet from Unigroup (Tsinghua)!? Is there a time limit? is it mandatory?

[cottesloe] 05/7/2017 10:40

As a very L/T and significant (6 figure holder over the years since 1996)who believed SHY's rhetoric Re FTSE 100 company etc , I have a couple of Q's .
1. I know there are very many considerations in the sale process but do posters think Directors Share options might play a part . The most recent seem to be at circa 130p . I'm sure there will be other contingency payments in the event of a sale ?
2. Were Apple to be litigated against successfully the potential settlement ( for ruining a company ) could be several hundred million .
In the event of a sale could IMG leave some skin in this game ??
Cottesloe

[twatcher] 05/7/2017 10:18

Jefferies are the corporate Broker that IMG is using for the sale offer. Note that their announcements are form 8.5, not form 8.3. I have no idea what those buy/sell share movements mean, but probably not worth trying to make sense of the weird nature of them.

[borromini1] 05/7/2017 09:38

Ken Rumph at Jeffries attends all the IMG investor/analyst meetings and actively asks questions, he is a research analyst focused on the venture capital and intellectual property sectors.
Presumably your wondering which players, if any, Jeffries are acting for?

[dan_the_epic] 05/7/2017 09:02

Honestly don't know


And frankly don't care in this instance :). Jefferies can do what they like afaic

[jamesrowe] 05/7/2017 09:00

Another form 8.5 note from Jeffries where the average purchase ans sale prices are about the same. Any ideas??

[dan_the_epic] 05/7/2017 08:28

Looks to be heading back towards 165-170 again

[amt] 05/7/2017 08:26

If this is what might happen to uk companies in the US where their have been a lot of bad outcomes do we really want a trade deal making it easier for US companies to trade in UK. Looks better to stick with EU where UK can have some influence even post Brexit.

[borromini1] 05/7/2017 08:22

The UK Gov could start by stating their position and action with regard to everyone in the EU subsidising Apple for the last 24 years with a near zero tax rate. Guardian article last Sept on Apple - The US tech giant was ordered to pay €13bn to Ireland last month, after Brussels ruled that the tax breaks it was given between 1991 and 2015 amounted to unlawful state aid.

The commission’s ruling against Apple was based on its objection to an agreement allowing Apple to pay a maximum tax rate of just 1%. In 2014, the tech firm paid tax at 0.005%. The usual rate of corporation tax in Ireland is 12.5%.

The commission said Ireland’s tax arrangements with Apple between 1991 and 2015 had allowed the US company to attribute sales to a “head office” that only existed on paper and could not have generated such profits.