Rexam Share Discussion Threads

[abcd1234] 06/2/2015 14:08

see the FT's coverage/Lombard etc, i mentioned above, for views on a possible way forward

[housemartin2] 06/2/2015 13:19

Surely competition authorities are likely to gut this deal or string it along for so long that it falls apart ? (Long REX but glass half empty type)

[jeffcranbounre] 06/2/2015 13:05

In today's ADVFN podcast Zak chats and charts Rexam #REX

To listen to the podcast click here>
 

In today's podcast:

- "What are you investing for?"

- Technical Analyst and PR at Materinvestor.co.uk Zak Mir chatting and charting Quindell, JKX Oil & Gas, Rexam, UKOG, Union Jack Oil and AfriAg.

Zak on Twitter is @ZaksTradingCafe

- The micro and macro news

- Plus the broker forecasts

 

Companies mentioned in today's podcast include:

Quindell #QPP
Premier Farnell #PFL
Gulf Keystone Petroleum #GKP
Skypharma #SKP
JKX Oil and Gas #JKX
Imperial Innovations #IVO
Lonmin #LMI
Rexam #REX
Paragon #PAG
Berkeley Group Holdings #BKG
UKOG #UKOG
XP Power #XPP
Poundland Group #PLND
Bovis Homes #BVS
Union Jack Oil #UJO
Constellation Healthcare Technologies #CHT
YouGov #YOU
Prudential #PRU
UKOG #UKOG
Barratt Developments #BDEV
Capita #CPI
Smith & Nephew #SN.
Glaxosmithkline #GSK
AfriAg #AFRI
Solo Oil #SOLO
Tate & Lyle #TATE
Avocet Mining #AVM
Shaftesbury #SHB

 


Every Tuesday is Ten Bagger Tuesday on the podcast. If you know of a stock, whose share price has the potential to increase ten fold, just click the link below.



(All it involves is filling out a form that will take you around 5 minutes and you don't personally appear on the podcast).

You can subscribe to this podcast in iTunes by clicking

To follow me on Twitter click

Please DO NOT buy any stock recommended in this podcast basely solely on what you hear. The opinions in this podcasts are just that, opinions. Please do you own research before investing.

Justin

 

 

[abcd1234] 06/2/2015 07:39

the FT's Lombard column today, is pro the deal

[wad collector] 05/2/2015 22:50

Clearly an insider trader. Bad disguise.
Ball closed up 9% , which is good news . I suppose looking at this with hindsight ( and I congratulate myself for posting this as a buy on Friday - sadly did not hit my limit on Monday!) the offer is merely at last years high.

[dr_smith] 05/2/2015 17:31

Yes we know, Mr....err Ball ;-)

[r ball] 05/2/2015 17:16

interesting. I am a holder.

[maurillac] 05/2/2015 15:17

well a bird in the hand and all that .. i took 564 earlier. i did not want shares in ball.
gla those still holding
m

[abcd1234] 05/2/2015 15:08

stateside, Ball shareholders like the deal... bodes v well

[wad collector] 05/2/2015 13:54

I see Ball have made their statement - it does not specify a figure but suspect that is just the American way.
I see they have annual sales around twice Rexams . Encouragingly , their share price has opened up 4% . I think that is good news - when both companies share price goes up on announcement. Unlike some other doomed takeovers like BBY.
I am holding on .

[dr_smith] 05/2/2015 13:20

Cue Suzi Quattro - Can the Can - or not for time being in my case. ;-)

[dr_smith] 05/2/2015 13:03

SP now 550, 610 is the price being discussed, 60p difference reflecting the will they won't they risk.

[wad collector] 05/2/2015 13:03

YEEEHAH!
Just saw the Ball 610p offer statement. The share price has dropped back to 550 which reflects the uncertainties. It is always difficult to know what to do in these situations and I think the sell half now is a very reasonable one. I would have if I had seem the 570p peak an hour ago , but now I am going to watch closely instead....

[redips2] 05/2/2015 12:52

Just wondered because Ball is US listed .

[abcd1234] 05/2/2015 12:47

its UK traded/listed... US can work it now/during LSE hours..

[redips2] 05/2/2015 12:44

Will they tick up when the us markets open ?

[maurillac] 05/2/2015 11:47

selling the healthcare arm of rexam ...
m

[drectly] 05/2/2015 11:42

so I am very happy that what I have has increased (5% of Port before increase)but was thinking of increasing a bit on the recent dip, but did not.
Now, when to sell, not easy, usually a bit early with T/O and miss some gains, but if it falls through. Guess sell half and wait may be the most logical.
good news for those holding

[maurillac] 05/2/2015 11:37

up 21% on my monitor !
m

[wad collector] 05/2/2015 10:53

Is Rexam in play? A rumour surfaced yesterday that US private equity could be interested in a punt for the can maker. Rexam rose 8.7p to 447.6p.

From yesterday's Independent. Not a lot to go on.

[alchemy30] 05/2/2015 08:27

Rumoured M&A in The Times market report, looks like it has legs.

Company should respond with this type of rise.

[deadly] 05/2/2015 08:25

Rocketed this morning; news??

[wad collector] 30/1/2015 17:12

It does seem odd ; this is a 3 yr low now. Energy costs are falling(Except perhaps in Brazil) , and the production of both Al and the can production are hugely energy consumptive. The World is still consuming a lot of packaging materials. I don't know about a profits warning , but I am tempted to add on Monday . It is now yielding 4% . Broker profit forecasts for this year (For what value they have!) point to about 34p EPS for this year which would cover the dividend 2X.
I think they are a big enough player in the market to survive the currency and demand headwinds and still look a good long term bet. I have held them intermittently for 15 yrs or so , and see a reasonable adding point. Mind you , I said that 3 months ago!