Kcom Share Discussion Threads

[city chappy] 03/6/2019 08:24

Toople the next small telco to get into.

[feddie] 03/6/2019 07:45

Hopefully USS will up their game. It's not over until the fat lady sings.

[skinny] 03/6/2019 07:24

Well done holders.

No need to thank me :-)

[grahamite2] 03/6/2019 07:21

Nice way to start the week! Well done, chaps.

[leadersoffice] 03/6/2019 07:19

Will Bidco raise the offer or walk away? Given the company's forecast, might be as much as holders can expect. 97p was a pathetic attempt to buy the company on the cheap. Don't blame them for trying but bye bye.

[leadersoffice] 03/6/2019 07:04

Well stone the crows.... that's more like it. Get in there lol

[leadersoffice] 12/5/2019 14:16

If Bidco do reduce the amount they are proposing to pay for each share, i'd show them the door. They've got a good solid company cheaply compared to a year ago

[skinny] 11/5/2019 11:56

That's my point - it isn't in black and white - they may (or not) reduce the Acquisition Price by the amount of the dividend - hence the slight premium now - only my view.

I sold this week - so there is bound to be a counter bid now!

[feddie] 11/5/2019 11:17

The next ex-div date is around 20 June, payable beginning of August. In any case "Bidco reserves the right to reduce the Acquisition Price by an amount up to the amount of such dividend" and I don't see the reason why they wouldn't.

[skinny] 10/5/2019 14:04

I believe there is some level of ambiguity over the next dividend in the offer RNS :-

"If any dividend or other distribution is authorised, declared, made or paid in respect of KCOM Shares on or after the date of this Announcement, Bidco reserves the right to reduce the Acquisition Price by an amount up to the amount of such dividend or other distribution for each KCOM Share, in which case eligible KCOM Shareholders will be entitled to receive and retain such dividend or other distribution."

SO I assume the potential for a dividend is factored in?

[feddie] 10/5/2019 13:03

Any idea why the share price is still higher than the offer? Is there still room for a competing offer?

[dealit] 09/5/2019 07:43

IMHO this deal will go through in saying that it is a very strange fit. Kcom directors must feel that they cannot go any further with the Company so take the cash and run. What do a Insurance Superannuation Scheme want a Telecommunication company with shrinking profit and dividends???

[leadersoffice] 03/5/2019 11:23

Interesting indeed..., market seems to be factoring a rival bid? I hope so.

[skinny] 03/5/2019 10:31

Hmmmm.


free stock charts from uk.advfn.com

[top tips] 30/4/2019 08:40

Micro cap Toople (TOOP) are also aiming for 5% of the UK SME market within 3 to 5 years. Currently just a market cap of £3m, if Toople are taken over for £504m like KCom they would be a 168 bagger from here. That figure increases another 40% if you use Daisy as the comparator.

Buy Toople.

[septimus quaid] 26/4/2019 16:22

Interesting to see the difference between stock market "valuation" of a telco and what someone is prepared to pay to own the same company.

haha, hoping the same philosophy will apply to TALK one day

[iggis] 26/4/2019 13:31

Took some profit, in at 58p last November after divi cut. Nice rise, been in the doldrums for too long.

[grahamite2] 26/4/2019 09:36

Didn't see that one coming! Well done all who got in on this.

[1953bloke] 26/4/2019 09:33

Will Virgin offer more than 97p?

I hope so. They were interested in February.

[robin_lemer] 25/4/2019 10:33

Large purchases going trough at 97.5 plus possibly another bid imminent

[johncasey] 24/4/2019 19:10

just checked in here after 16 years...nice rise,pity i missed it

maestro.11 May '03 - 10:23 - 1 of 9245
0 0 0
agreed, will rocket next week...
CLERMAN11 May '03 - 11:25 - 2 of 9245
0 0 0
LOL !

[leadersoffice] 24/4/2019 15:53

I think it falls short. I would have preferred north of £1.10. Its a steal at 97p.
Be interesting to see if anything else emerges. DYOR

[top tips] 24/4/2019 15:38

Great news and suggest small teleocoms company Toople (TOOP) could be next.

KCOM today agreed to be taken over for a cash offer of £504m (a 33.8 % premium to yesterday's closing price).





KCOM has 5% of the UK SME market and as TOOP are also targeting at least 5%, it thus gives a baseline takeout price for TOOP if they can get anywhere near a similar market share and TOOP's CEO has often cited KCOM in presentations for comparison purposes.

TOOP a potential 195x bagger from here!!

N.B.
TOOP market cap at 0.27p = £2.58m

£504m (KCOM takeover price) / £2.58m (TOOP market cap @ 0.27p)

= 195x bagger

TOOP target price = 195 x 0.27p = at least 52.6p

[skinny] 24/4/2019 15:07

Peel Hunt must have the hump! :-)


free stock charts from uk.advfn.com