Shire Share Discussion Threads

[fangorn2] 05/12/2018 10:23

Suspect I am going to sell myself as don't want Takeda stock in this instance.
thanks for the continual updates Redtom1

[redtom1] 05/12/2018 09:33

Ali47fish,

The easiest option is to sell.
For those willing to wait a month and willing to deal in US listed Japanese stock there could be a few percent to be made. Having said that these few percent (currently around 3.85%) are dependent on exchange rates between £ and USD & YEN and movements in Takeda share price so not for the lighthearted.
Personally I am happy for some of this risk (I sold some this morning as there were other bargains out there) and I'm happy for say a 2% return over one month. But I think Takeda share price could rise now that all of the uncertainty has been removed. This will be a monster global healthcare company and Shire will enhance its eps. So if they can integrate it well, Takeda could be a more popular stock than it has been recently.

But if you don't like the risk and you're sitting on a profit then perhaps you should book the profit over the next few weeks. Good luck.

[ali47fish] 05/12/2018 09:23

redtom most people think the best option is to sell-unfotunately your calculation does not help me as i am not good at numbers-so what conclusion do you draw please

[redtom1] 05/12/2018 09:12

Pete, here you go. Around 4% to play with but will be interesting to see where Takeda goes now. Thanks for the generous words. Retirement (full time day trading probably) in the spring now secured!

Value of the Takeda offer a few minutes ago, based on live fx rates, was 4,854p made up of 2,382p in cash & 2,472p in shares.
With current share price of 4,674p the current Shire share price would need to rise by 3.85% to match.
From the original offer valued at 4901p, we've lost 398p in value due to fall in value of Takeda shares but gained 351p because of favourable fx movements on both the cash and share elements.
Takeda share price (Yen) = 4240
£:$ = 1.27349
£:Yen = 143.889

[swedeee] 05/12/2018 09:07

congrats all for holding on. hate to be smug but I also pointed out this was 100% going ahead 3-4 months ago :-D

[pete160] 05/12/2018 08:53

Well done to redtom who has read this situation well all of the way through (and not been put off by moaning monty). A well deserved retirement for you perhaps?

Also good to see that the Takeda shares lifted on the news which although perhaps a (partial) recovery of recent losses, is a move in the right direction nonetheless.

Redtom - when you have a chance are you able to update the bid price, just interested how much head room we have left between now and planned completion in early Jan.

Mind you, lots of potential opportunities to reinvest elsewhere in the next week or so, so I might well sell the remainder of my SHP and move on.

[redtom1] 05/12/2018 07:57

I piled in every penny I have yesterday so I hope we get an uplift today. I will probably sell today if recent return.

[montyhedge] 03/12/2018 14:29

Hedge funds and their dogs, pile in for the uplift.

[montyhedge] 03/12/2018 14:13

Hedges are up to their eyeballs in this one, hope no slip ups.

[pete160] 03/12/2018 12:04

I may be wrong but I think the shareholder vote to clear (or block) the vote is this Wednesday.

[deltaham] 03/12/2018 11:32

Scheme Document 11th Nov:
If the Scheme is approved as outlined above, it is expected that trading of Shire Shares on the London Stock Exchange's main market for listed securities will be suspended from 4.30 p.m. on January 4, 2019. It is intended that, following the Scheme becoming Effective, the London Stock Exchange and the FCA will be requested respectively to cancel trading in Shire Shares on the London Stock Exchange's main market for listed securities and to remove the listing of the Shire Shares from the Official List, in each case on or shortly after the Effective Date.

[ali47fish] 03/12/2018 09:55

when is the deadline if i want to sell my shares in shp please!

[redtom1] 01/12/2018 18:22

Monty, not really messy. Deal to be sanctioned on Wednesday.
Still a nice little earner given the current chaos.
Another 6%+ of easy money to be made. Lovely.

[dwinn78] 29/11/2018 16:22

Yup , sold out completely over a week ago and delighted with the return . Good luck to anyone holding on long-term.

[montyhedge] 29/11/2018 14:14

Cash in dollars, paper in Yen, quoted in Sterling. Bit messy.

[redtom1] 20/11/2018 12:18

Value of the Takeda offer a few minutes ago, based on live fx rates, was 4,959p made up of 2,360p in cash & 2,599p in shares.
With current share price of 4,634p the current Shire share price would need to rise by 7.02% to match.
From the original offer valued at 4901p, we've lost 260p in value due to fall in value of Takeda shares but gained 318p because of favourable fx movements on both the cash and share elements.
Takeda share price (Yen) = 4476
£:$ = 1.28503
£:Yen = 144.48

[ali47fish] 17/11/2018 10:03

i recieved my corporation letter -whilst shp has been rising takeda has been falling-should i still accept the offer or bank the profits

[redtom1] 12/11/2018 08:16

Value of the Takeda offer a few minutes ago, based on live fx rates, was 4,964p made up of 2,359p in cash & 2,606p in shares.
With current share price of 4,753p the current Shire share price would need to rise by 4.44% to match.
From the original offer valued at 4901p, we've lost 208p in value due to fall in value of Takeda shares but gained 271p because of favourable fx movements on both the cash and share elements.
Takeda share price (Yen) = 4559
£:$ = 1.28593
£:Yen = 146.796

[redtom1] 09/11/2018 12:34

Value of the Takeda offer a few minutes ago, based on live fx rates, was 4,873p made up of 2,329p in cash & 2,545p in shares.
With current share price of 4,570p the current Shire share price would need to rise by 6.64% to match.
From the original offer valued at 4901p, we've lost 241p in value due to fall in value of Takeda shares but gained 213p because of favourable fx movements on both the cash and share elements.
Takeda share price (Yen) = 4497
£:$ = 1.30241
£:Yen = 148.27

[dwinn78] 06/11/2018 13:46

Is the EU antitrust decision not due today ??

[redtom1] 02/11/2018 16:06

Value of the Takeda offer a few minutes ago, based on live fx rates, was 4,987p made up of 2,339p in cash & 2,648p in shares.
With current share price of 4,539p the current Shire share price would need to rise by 9.87% to match.
From the original offer valued at 4901p, we've lost 169p in value due to fall in value of Takeda shares but gained 255p because of favourable fx movements on both the cash and share elements.
Takeda share price (Yen) = 4627
£:$ = 1.29645
£:Yen = 146.624

[redtom1] 02/11/2018 09:12

Value of the Takeda offer a few minutes ago, based on live fx rates, was 4,970p made up of 2,329p in cash & 2,641p in shares.
With current share price of 4,600p the current Shire share price would need to rise by 8.05% to match.
From the original offer valued at 4901p, we've lost 169p in value due to fall in value of Takeda shares but gained 238p because of favourable fx movements on both the cash and share elements.
Takeda share price (Yen) = 4627
£:$ = 1.30231
£:Yen = 146.979

[pete160] 29/10/2018 17:30

Well, that was a bad call on two counts... No changes to CGT announced in this budget and SHP 3% up. At least I still have 5% of my diminished pile in here.