Northern Foods Takeover Rumours (NFDS)

4/7 for me. Big fall in VLX is going to cost me today. Results and a potential takeover of TT not going down well. Down 0.6% on that alone.

Aleman - it was me asking about 'takeover' threads.. thanks ðŸ‘￾

Is there a thread for what folk might think of as 'takeover' targets?

Decent enough day, up 0.5% MEGP/VLX accounting for half the total rise, only worthwhile loser was CREI and most of that was it going xd. Another former holding N.Brown taken out with a decent premium. Had to check my records but this was one that I was right to sell as even with the takeover its lower than I got for them. A rare correct trade.

Takeover rumours assisting TATE this afternoon! Bought a few back in 2015 and nearly sold them a couple of times but they went across to the Drawdown account back in 2019 and have sat there since with divis reinvested. If I had more, I'd be selling half now!

Not sure I like the sound of this, I have a large chunk of my investments with these guys! https://www.msn.com/en-gb/money/other/britain-s-biggest-stock-broker-set-to-approve-5-4bn-takeover-by-middle-east-investors/ar-BB1ousqT?ocid=entnewsntp&pc=DCTS&cvid=5dd702f6a22441449e0d7c45b015df84&ei=25

Finished up 0.3%, better morning than afternoon. Quite a lot of movement both ways (ups totalled +1.1%, with downs 0.8%). MRL and my REITS did well, GSK/VLX/KITW all fell. KITW was my biggest holding for much of this year until I sold a few and they fell back. I've made 10 trades this year. Four were correct, three were wrong and the others are broadly neutral. Overall its not made a big difference either way. The two worst trades were selling CTO a week before the takeover and buying SPEC just before their warning. Haven't had anything go right the other way.