Jardine Lloyd Thompson Share Discussion Threads

[mr demolition] 11/8/2006 00:22

could be very soon.

[ignoble] 08/8/2006 11:50

Life in the old dog yet

[mr demolition] 08/8/2006 09:12

VERY SOON,WHAT A CHEAP PRICE.

[mr demolition] 08/8/2006 08:53

come on RNS NEWS to comfirm bid !

[mr demolition] 08/8/2006 08:50

Heath Lambert or another company? or 2,3 or more.

[mr demolition] 08/8/2006 08:47

Don't be short the bid is near.£4.50-£5 plus bid.

[ignoble] 01/8/2006 10:43

Figs vaguely OK, I guess ...

The powers that be appear a little more comfortable for the next year or so , guess we sit & take the divi for now hoping the stock gets a bit of a re-rating at some point.

Share price eased but not unexpected as a first reaction ...

Bit of M & A in the sector wouldn't hurt

All imho

[harleymaxwell] 18/7/2006 10:11

i guess they still give a juicy divi to jm

[peter bling] 17/7/2006 17:09

No, it is not very nice. JLT is smaller than Benfield now (£706m vs £810m)

[j4k3] 17/7/2006 16:29

just 334p now. stock just keeps falling. the market has absolutely no confidence in this management. why dont jardine m just put it up for sale and get it all over with now

[peter bling] 14/7/2006 12:52

And benefits from any rises in interest rates, as company gets higher returns on deposits and investments. Effective return on deposits 3.9% last year compared with 3.1% in 2004. Presumably that rate will be considerably higher in 2006 and maybe higher still in 2007.

[ignoble] 13/7/2006 20:19

Yield is attractive at these levels , 6% plus ...

If, as & when the mkts settle down , hopefully JLT can rally . Did dip my toes today in a small way . Happy to sit & wait ...

[peter bling] 13/7/2006 17:43

Heavy buying this afternoon suggests some think otherwise. What price if Willis bid?

[jimbob220] 13/7/2006 16:51

looking for cheap entrance manda?

[mandafund] 13/7/2006 15:20

Still not worth a look until sub 3.00

[peter bling] 13/7/2006 09:48

Bad luck JLT holders. Now it will be interesting to see what happens next. Perhaps AON gets HL, Willis pounce on JLT?

[j4k3] 12/7/2006 15:00

seems the markets given up too. w*nkers if they screw this

[peter bling] 12/7/2006 10:03

Frankly, I doubt this deal will go ahead. Stuck over pension issue? Favour Willis to buy JLT. Industry consolidation just a matter of time. Just an opinion.

[peter bling] 10/7/2006 15:33

Whats the latest?

[peter bling] 04/7/2006 09:35

i think ive lost my earrings

[johncalvert] 04/7/2006 09:32

Jardine Lloyd Thompson shares rose 28.5p to 400.5p after Morgan Stanley upgraded its stance on the stock to "neutral" from "underperform." It said that the combination of significant share price underperformance in 2006, the possibility of industry consolidation post-Spitzer, and the potential earnings-per-share accretion from the hypothetical acquisition of Heath Lambert suggested to the broker that the risk/reward balance no longer merited an "underweight" rating. The broker's bull-case scenario (400 staff reduction, 100% debt financed) for a hypothetical acquisition of Heath Lambert suggested there could be as much as 25% earnings-per-share accretion by 2007. Morgan Stanley said that this could imply a fair value nearer 465p.

[robbo41] 03/7/2006 10:54

I have heard that they are buying Heath Lambert.