Jpm Bb Usa Eq Discussion Threads

[battlebus2] 22/9/2023 14:49

PDG bid raised to 32p.

[battlebus2] 22/9/2023 11:52

Will join you David with a few from my takeovers

[davidosh] 22/9/2023 10:17

I have a hunch that RTC will get swallowed up within months. They had incredibly strong interim results and are still on a low single digit multiple as H2 looks to be even better. They are steadily ticking up and as the chairman with a 19% stake died recently I suspect the beneficiaries of that holding will take an offer as another company in the same sector have a 9% holding so everything to play for.

Just my thoughts if looking at potential bid situations. They have an excellent secure order book and smart metering work is really taking off with energy concerns.

[battlebus2] 22/9/2023 07:17

COM Interims showing how tough conditions are at the moment. I believe we will navigate through this as we continue to open new restaurants. Seem upbeat of future costs plateauing which will filter through to 2024

[battlebus2] 21/9/2023 13:46

GTC ticking higher again today. Results and presentation on Monday.

[battlebus2] 20/9/2023 16:45

A better day, up 2.3% most on the back of the offer for FIF.

[battlebus2] 20/9/2023 14:36

PDG the board unanimously rejects a bid from Hedin for 28p. Interesting stuff for holders. Could see them up their offer.

[battlebus2] 20/9/2023 08:01

Yes just when you think 2023 will be a year for zero takeouts. Thanks guys.

[aishah] 20/9/2023 07:06

Well done bb2. Finally coming like buses for you!

[shauney2] 20/9/2023 06:40

Well done on FIF.Whose the hat trick going to be?WIN,their pension scheme now in surplus and self funding means they will be saving20m+ per year going forward.I hold.

[battlebus2] 20/9/2023 06:14

Two takeovers in two days 🤣🤣🤣

✅✅✅;✅✅. This time FIF. Finsbury Foods and one of my larger holdings. 110p cash a premium of 23%. Sold to a Frisbee 🤣. I always knew FIF would go but I reckoned it would be more than 110p but then again I can’t complain in this climate.

[battlebus2] 20/9/2023 06:03

Great to hear from you Lauders. Apologies to those others who have been unable to post.

HVO my one regret there was not selling when the stock hit 40p during Covid. Like you say it will take some time to get back to that level.

[lauders] 20/9/2023 00:21

Yay! No longer blocked ;-) Was trying to reply to this comment a while ago: Has everyone given up?

No, but given my performance perhaps that would be the best scenario. TXP issued long awaited news and the share price has hardly reacted. It was even higher before the news! ZPHR results will be this week. Given their recent performance it will likely be more disappointment. Will stop investing in small cap O&G in future I think. I think HVO is the only holding we have in common BB2 and I bought way higher there too, when CF was in his over-hyping prime. Looks like Mo is much better, but it will take time for me to even break even let alone be in profit. A nominal dividend will help a touch.

[lauders] 20/9/2023 00:21

Hi BB2. This is a test. Want to see if I am no longer blocked. Thank you Galles for pointing out my post to BB2 earlier. Much appreciated!

[battlebus2] 19/9/2023 17:01

Even after today’s 42% rise at ROL I still finished down 0.6% due to my weighting on ORCH. Just shows how it works 🤔 🙃

[battlebus2] 19/9/2023 14:26

Good man. Atleast it’s working for you. Problem seems to be fixed. Lauders if you can reply please do so. Thanks 🙏

[battlebus2] 19/9/2023 13:01

I was wondering why so few posts recently so it seems people are having problems posting etc. Checking this out ASAP and sorry about this folks

[battlebus2] 19/9/2023 12:59

Good news from ROL with an offer at 63p. Not the best I’ve seen but a whopping 45% premium to this morning’s price it’ll do considering markets.🤣
29315;🤣€077;

The Company announces that it has received an indicative proposal from certain of its directors, being Simon Dunn, Bob Dunn and John Gunn, its Chief Executive, Managing Director - North West, and Non-Executive Chair respectively, (together, the "Director Offerors") in relation to a possible offer of 63.5 pence per share, payable in cash, for the Company (the "Proposal").

[battlebus2] 19/9/2023 09:14

Thanks Galles

[galles] 19/9/2023 06:52

Bb2, just for your information, there is a post for you on the Holders thread

[battlebus2] 18/9/2023 06:50

PDG another takeover. Part cash.

ART on track for 2024 objective.

CTG results as per the last update in August. Delays still feature though some areas improving and cash no longer needed for CBil’s payment and pension deficit.

[hedgehog 100] 16/9/2023 19:45

TMT Acquisition (TMTA) 18.5p Market cap. £5.09M.




08/11/2021 07:00 UK Regulatory (RNS & others) TMT Acquisition PLC Half-year Report LSE:TMTA Tmt Acquisition Plc

"Unaudited Interim Results

TMT Acquisition (LSE: TMTA), the investment business established to pursue opportunities in the technology, media and telecom sector, today announces its unaudited interim results for the period from 25 March to 30 September 2021.

Harry Hyman, Non-Executive Chairman of TMT Acquisition, said:

"We are delighted with outcome of the listing and the support shown from institutional shareholders. In the short time we have been on the market we have already started evaluating a number of investment opportunities and look forward to updating shareholders with developments when appropriate."

... On 11 October, the Company was admitted to listing on the standard segment of the Official List and to trading on the main market for listed securities of the LSE, raising gross proceeds of GBP5 million (net proceeds of GBP4.73 million) from institutional investors. As at 31 October 2021, current assets were approximately GBP4.83 million. ..."




TMTA's non-exec chairman, Harry Hyman, has a billion-pound track record:-

"Harry Hyman
Non-Executive Chairman

Harry Hyman is a chartered accountant. He is the founder and CEO of Primary Health Properties PLC (“PHP”) a FTSE250 Listed company that specialises in the ownership of property leased on a long term basis to primary care providers in the UK and Ireland. PHP has a property portfolio of over £2.6bn and a consistent record of growth. ... Previously he has been non-executive director of both Deriston PLC that went onto become S4 Capital ..."



PHP's current market cap. is £1.301 billion, at 97.4p/share.

And cash shell Derriston Capital (DERR) RTOed the new company of former WPP boss Martin Sorrell, to become SFOR: which subsequently nearly 9-bagged from low to high within three years, to a market cap. of billions.