Sepura Share Discussion Threads

[panic investor] 10/11/2016 07:50

Copyright dear chaps

[tsmith2] 10/11/2016 07:48

Sub only, copy and paste if you pls

[investment dave] 10/11/2016 07:45

Looks like there is other interest who I'm sure will out bid 25-35p

[shash2] 10/11/2016 07:34

Any idea on the gap fill ?

[tsmith2] 10/11/2016 07:33

What news investment Dave?

[investment dave] 10/11/2016 07:30

Maybe that's why the price firmed up yesterday. This should gap up considerably today

[investment dave] 10/11/2016 07:21

Brilliant news let the bidding commence

[neo26] 10/11/2016 00:26

people need to get real sepu have over 100m euros debt, current mkt cap 75m anyone who think they will pay double that for the company got another thing coming.

[mister md] 09/11/2016 16:29

RCN in recovery mode too

[1gw] 09/11/2016 15:42

Just bought some more at 20.9p. Annoyed to just miss the lower price on offer but have only just decided what to sell to take advantage of the surprise rally in some stocks today.

A couple of factors for me pushing me to the latest purchase, apart from the pullback in price:

1. This morning's confirmation rns from Hytera. First thing - it is good to see the confirmation from the supposedly interested party. Second thing, the rather tentative nature of the interest suggests to me that they haven't been in discussions with Lazard/Sepura since the earlier (July) disclosed interest. So that makes me think that either the earlier interest was a different company (who therefore I might reasonably suppose is also thinking about another look) or the earlier interest was indeed Hytera but that they have only recently returned. It also suggests to me that Lazard haven't been running a formal bidding process since July because again I would have expected things to be more advanced by now if that were the case.

2. The absence of new selling disclosures today from Henderson or other major shareholders. While Henderson could still put something in today I'm hoping they don't and therefore I'm thinking that Monday's sales by Henderson were a trading move rather than the first step in a rush for the exit.

Of course I could be wrong with all those assumptions, but they were the basis of my purchase.

[sidjameslaugh] 09/11/2016 15:42

MD. Same here. Pretty much at the same prices for 200k.

[apfindley] 09/11/2016 15:39

Lots of buying now. Sudden volume of trades.

[mister md] 09/11/2016 15:31

they may turn down a 25p offer if thats what the Chinese one is

[mister md] 09/11/2016 15:30

bought back my 25.5p sells at 20.8 ...

[neo26] 09/11/2016 15:29

lol, findley your usually bearish on all stocks

this isnt going anywhere till dec

[apfindley] 09/11/2016 15:17

Boom and away she goes...

[investment dave] 09/11/2016 14:55

markets are rocketing. what a great decision it was to go for Trump.

[mad foetus] 09/11/2016 13:31

what an odd board this has become. it surely is a fairly binary play: if the bid comes it will almost certainly be higher than the current price. If it doesn't, what is fair value for SEPU, and is it a good recovery play?

As for whether or not the bid will materialise and if so at what level...nobody has a clue. I would have thought on a risk/reward spectrum being short of a company that has announced it is in takeover talks and is trading at 10% of its 12 month high is foolish.

[billyrayvalentine] 09/11/2016 13:16

...enterprise value excl. any cash @ ~33p according to this morning RNS, so cannot see anything below it to be accepted and Chinese are more than aware of it ;-)

[apfindley] 09/11/2016 13:09

Well if takeover is at 38p that's 100% upside for starters. Likely to be minimum 35p takeover, possibly upto 100p.So plenty of profit yo be made here.

[csjcsl2] 09/11/2016 12:36

take over share price 25p if your lucky, thats 20%profit from here
non take over share price 10p and lower. thats over a 50% loss from here
ask yourself, why buy with the risk so great..keep your money in your pockets theres plenty of safer stocks out there with so much more potential up side