Sepura Share Discussion Threads

[glenkaz] 06/11/2016 08:05

I'm no expert here and don't pretend! Just got in at 11p and topped up late Friday however cancelled 26p order! And will wait for open but will top up! 25p is just a guesstimate and a starting figure! Sence would say 35p minimums here IMO any thing under will be rejected! Or will it 🤔 All depends on how Sepu are doing! If going down the pan they would except low offer! If things looking up no chance! Throw in more bidders poss! Either way Sepu share price will climb! Buyout or not! But first bid should be rejected unless they submit a can't refuse yummy bid! Gla tommorow is gonna be manic and lots of winners! 🚀🚀 rockets fired 23p open my guess! 🤒

[scapital] 06/11/2016 07:52

Hytera would have to give an indication of their expected offer for the board to even entertain conversations.This company will recover over the next year anyway so no one is going to sell their shares for 25p.I would expect if the offer was lower than 35p the board would have rejected it already.

[mister md] 06/11/2016 07:19

90m / more than 25p offer ... ?

hxxp://www.thetimes.co.uk/article/chinese-takeover-bid-for-walkie-talkie-maker-98p07xhqn

[bigbigdave] 06/11/2016 07:15

Walkie-talkie maker Sepura is set to receive a £90m takeover bid from a Chinese telecoms giant.

Hytera, based in Shenzhen, southern China, has opened talks with the Cambridge company, which makes handsets for the emergency services.

Sepura’s suitor is expected to offer more than 25p a share for the business in the coming weeks, sources said.

[glenkaz] 06/11/2016 07:03

Apa me old nemesis 👺 Ha ha! The whole of aim will be on this! And yes I know it's not an aim share! I have investments in 3 shares only £40k in here! Poss £90k Monday 😋 £20k elsewhere! And a fooooking £220k !!! In a little baby that's gonna make moi a million! 🤗💰 any prof from here is going in as a cheeky top up! Yum yum! £90k is fine! If it pays off ... I might buy you a drink 🤗🍷 do you like domestos! Ha ha haaa! 😋 Gl mate!

[apfindley] 06/11/2016 06:36

GlenkazDo you think 50k will be enough?Why don't you just stick a round £100k in.Go on, don't be tight.

[panic investor] 05/11/2016 21:04

Glenkas what keyboard are you using - some strange stuff amongst that !

[csmwssk12hu] 05/11/2016 20:16

Yes good luck all I hope those pi who have been in since circa £2 have been able to average down if they could afford to.

[glenkaz] 05/11/2016 20:14

However it pans out boys! We're gonna be richer Monday! Gla! 🤒

[allstar4eva] 05/11/2016 19:56

Interesting. Re:takeover worth considering that due to the drop in sterling foreign buyers will pick this up even cheaper. 50 p of a short while ago will be like them buying for 40p now. Our 50p is their 40p etc...

[glenkaz] 05/11/2016 19:31

I've put a £50k buy at 26p don't think I will get it! 😁 The likes of us won't change this it's the big fat greedy! Stench of wealth that will! But we can have s go! Lol! Gla! And I hate f/ cking de rampers! Wish ya all good luck! 🤒

[csmwssk12hu] 05/11/2016 19:21

The more I read into this company the more I think the bid would come in at 60p at least, we may be surprised on Monday I think investment Dave may have nailed on head open around 35 rising quickly to 50, I think there may be some big holders buying in to bring there average down as well as those caught short who will be sorting themselves out, hopefully we will get agreed bid of 60p before open

[investment dave] 05/11/2016 19:05

Possible low 30's with a rise towards 50p by 10 am

[mister md] 05/11/2016 18:52

I wonder at what price the first buy trades will go through at on Monday morning - surely well into the 20s ? No doubt a few auctions in the first hour

[glenkaz] 05/11/2016 18:07

What's it worth to take Sepu out🤔 More than sp! Friday was not a rise! It was 20's not long ago! Shorts will sh/te themselves! Could go anywhere! But ! Risk reward! What I make here now is only for short term now! What I make goes somewhere that's gonna 🚀🚀 Gla! 🤒

[1gw] 05/11/2016 16:17

...or given the volatility of earnings, a bidder might want to look at revenue multiples.

If you look at what Sepura paid for Teltronic as a multiple of Teltronic's revenues and applied the same multiple to Sepura forecast revenues, then again you would get a very high number.

[1gw] 05/11/2016 15:58

Just some thoughts on earnings multiples.

Motorola (MSI) is currently on a p/e of 26.8 (according to Yahoo! Finance).

According to Digital Look, Sepura's FY17 earnings are estimated to be 0.1p per share, but up to 2.8p per share in FY18. In FY15 they reported 9.7 Eurocents/share adjusted diluted earnings, falling to 7.2 Eurocents/share in FY16.

So what might "steady state" earnings be? Is the 2.8p per share steady state, or can they be expected to recover back towards double figures?

Clearly if you apply the Motorola p/e to the FY15 level of earnings per share then you end up with a very high number, even before you start to add in the value of synergies and a possible strategic premium.

So I think there is potential for a very high takeout price, but only if Sepura can get a decent auction going (Hytera, Motorola, JVCKenwood??, Harris??).

[tsmith2] 05/11/2016 15:30

Take out probably somewhere around 50p

[tsmith2] 05/11/2016 15:29

30-35p my stab

[scapital] 05/11/2016 15:13

Similar thinking here, I can't see this being below 35p if that's where the most recent money was raised.Any chance to buy below that on Monday and I will be adding as many as I can.

[glenkaz] 05/11/2016 15:00

Can I buy any ones shares today I've only got £40k in I have £50k to chuck in! Who will take 20p lol! 😋

[dunc1n bannanatyme] 05/11/2016 14:42

Expecting fireworks this afternoon...

[investment dave] 05/11/2016 14:32

Be surprised to see these open below 35p however the takeover is highly likely to be well in excess of 50p

[panic investor] 05/11/2016 14:02

Im assuming this rule was in place to protect the company from shorters and a quick takeout at below market value.

Anyway peeps enjoy your weekend and look forward to the opening, and be careful trading before 8.30am (golden rule)