Misys Share Discussion Threads

[2shemshersingh] 14/7/2006 08:57

Once again msy gapped down today at 220p and has filled the gap. I think this stock will continue to trade on a tight trading range between 220p and 230p. I think It may push towards the 230p soon. This is aganst the falling market trends.There is a lot of M&A activity that is keeping the fever alive. For example, today Enodis (eno) has received a higher bid by a USA company and the stock is flying high.

I think speculators have eyes on Misys and may buy in a small positions just in case weekend press reveal further Misys M&A.

I'm currently in and have been buying small positions over the weeks just incase of news break. My stop loss is 208p and my target price is above 250p based on charts.

I think the directors of Misys have fallen out with the city and key investors want a major management shakeup. Msy directors must achieve higher share value or face eventual consequencies.

I'm speculating that msy directors want a management buyout because they have persective buyers in mind that they could sell in time individual componets of the group and achieve for them self substantial profits. Shareholders won't object as long as they get a premium for their stock.

[2shemshersingh] 13/7/2006 08:34

Misys gapped down today at 224.75p and filled the gap back to 228p, techinally it looks strong within a falling market. A break above and close of 231p could indicate another upside and technical breakout.

[2shemshersingh] 12/7/2006 23:22

still the stock has not techinally broken out from the 230p resistence. The volume was quite good today despite the market retreating. May gap lower at open tommorow at about 224p.

[2shemshersingh] 10/7/2006 12:11

looks like a tight trading range developing. When the trading range tightens and squeses a dramaitic break occurs away from the range and the stock can propell in ither directions. It's like a spring being pushed tighter togther and then it snaps and flings to a dramatic direction.

[2shemshersingh] 09/7/2006 18:11

this stock seems to be news driver, no news weekend and there could be a gap down start on Monday's open.

[2shemshersingh] 08/7/2006 11:24

I think information update in regards to a bid may come next week. Sungard expressed an interest in a bid but so far no comments from Msy. I think normally managment speak out if the stock rockets ahead on high volume. This has not happened. Or they update after about 4 weeks of annocement of a bid. Next week will draw closer to the 4 week mark.

[2shemshersingh] 07/7/2006 12:58

weekend there maybe further details of bid and come monday this stock could react. I think some kind of annocement will be made prior to fin results news.

[2shemshersingh] 07/7/2006 07:34

I think if msy closes above 230p it will test 235p and may break upwards further. I'm looking for this break above as a fresh buy signal. If it closes below 225p then I think msy will signal a sale. This is based on shortterm charts.

[mryesyes] 04/7/2006 17:37

People
Come on then Simon Cawkwell explain yourself. Again you are wrong and I am right

BE GONE!!!

yes

[2shemshersingh] 04/7/2006 12:48

I think the management are likely to be successful in taking the company over compared to other organizations. The management can't ignore the full potential of the offering bids when pricing the take out price. I think the take out price should exceed 280p. Misys should of recovered with the rest of the market and fair value price alt to be around 220p. Assuming 220p is used as fair value then a bid alt to be between 30%-45% preminum of fair value. The 30%-40% premimum of fair value seems the norm if compared to recent takeovers of UK companies.

[amt] 03/7/2006 23:10

I would have thought the healthcare business alone could be worth as much as £1.0 billion based on 3* sales and p/e of 20.
The rest of the business maybe 3/4 billion.

[crosswire] 03/7/2006 18:23

Private Equity Has The Edge In Misys Bidding

Monday, July 03, 2006 4:42:49 AM ET
Dow Jones Newswires



0729 GMT [Dow Jones] Buyout bids for Misys (MSY.LN) are more likely to succeed than an approach from US-based SunGard Data Systems, says an analyst. Venture capital firms have been trumping strategic bids for UK software companies, although SunGard may be prepared to top the GBP1B buyout offer led by Ivan Martin because it wanted to gain entry to the UK Misys' CEO Kevin Lomax is also heading a rival buyout offer. Shares trade +5.4% at 226p. (VAH

[upside potential] 03/7/2006 18:04

gotta be £2.50 minimum and hopefully a bid war will take it closer to £3

[abcd1234] 03/7/2006 14:46

any views re potential take out price?

ta

[2shemshersingh] 03/7/2006 08:37

I think Misys's directors will have to announce something soon ir regards to their stages in developments. They would have to shed more light on decisions made by board and what direction they will take the M&A. Misys gapped up today, I'm hopeing the stock fills some of the gap for am entry.

[1inamilion] 02/7/2006 22:52

Although Sungard has yet to indicate a potential price, any takeover would be likely to value Misys at well above its current market capitalisation

[pippit] 23/6/2006 13:42

Now everyone has been put in the picture let the fun and games begin start off off perhaps by Mr Lomax putting in a cheaky bid of 250p a share. Brokers marking their share price projections down as this stage must be either mad or seaching for a bit of turnover in these slack market conditions.

[mryesyes] 22/6/2006 17:58

ADVFN "fellow IT firm Misys shed 2-3/4 pence at 210 after UBS cut its stance to 'neutral' from ! 'buy' following yesterday's downbeat trading update.

The broker also slashed its price target to 225 pence from 260 because of the weak performance in the Healthcare operations, the uncertainty of the MBO bid, and peer group valuation having moved down".

My goodness Simon maybe you were not all wrong you old goat!

[upside potential] 21/6/2006 08:24

very surprised no mention of MBO possible level ? zero volume says it all actually - no-one knows what to make of it.

[mryesyes] 20/6/2006 19:50

at the moment an mbo would be 255p max

[osteo1] 18/6/2006 21:01

mail says buy.bid above 270 p fair value