Volex Share Discussion Threads

[ijamlon] 09/12/2024 21:58

The Volex story has always been about rapid growth through acquisition, we should give management the benefit of the doubt they can deliver on this one, especially as it's a company they know intimately. The UK market is a terribly unimaginative and conservative arbiter of value in these situations. Big share price growth from here requires big ambition, this could be the game changer.

[dr biotech] 09/12/2024 18:22

The TT price has steadily risen so expectation is that they will put something on the table.

[ijamlon] 09/12/2024 18:11

He'll make a bid, and you've got to think the TT shareholders would far prefer 130p or whatever, plus some upside potential through the merged shares, than heading back down to 70p

[rachael777] 09/12/2024 15:01

Should I be expecting no bid by cob Friday ? I would be surprised as Nat must have put some work in to formulate a bid and is unlikely to throw that away ?

[aishah] 09/12/2024 08:10

Added a few.

[johndoe23] 09/12/2024 08:05

What I suspected lol. Thanks

[rimau1] 09/12/2024 08:05

Nothing we already didn't know, VLX can't recover until Mr Market knows whether we are buying TTG.

[sharpedge7] 08/12/2024 16:31

A write up in Dec SCSW

[sharpedge7] 05/12/2024 11:50

Yeah it’s been painful so far!
I’m guessing of course but expect an immediate retrace to circa 330 if it’s off. Hope it being on is priced in!

[ijamlon] 04/12/2024 21:05

Just a few days away from Put Up or Shut Up time on the TT bid

[johndoe23] 04/12/2024 10:02

280ish decent level to buy possibly

[igoe104] 28/11/2024 14:14

VLX talked about by this fund manager. About 34 minutes in..

[ijamlon] 27/11/2024 08:21

I'm quite surprised how little publicity all this is getting, a hostile takeover battle between two British brand names, spearheaded by a Rothschild scion. Normally the papers would be full of it. So little interest in UK companies nowadays.

[ayl30] 25/11/2024 11:26

TTG up 3%, VLX down 2%. Increased confidence bid will go through?

[ijamlon] 22/11/2024 12:41

Top man already looks set to make a couple of million on the re-rating of his free options, thoroughly undeserved. He should cut and run.

[ymaheru] 22/11/2024 12:15

They just want a nice payoff; guessing Nat hasn’t offered them much. Eventually, buyer ends up offering sweet deal to existing management and they recommend the deal.

[ijamlon] 22/11/2024 11:23

TT will fight this tooth and nail, whatever the interests of shareholders, because the whole senior management and Board would be out on their ears in double time.

[rmillaree] 22/11/2024 09:35

This level of experience in the target company must considerably reduce execution risk.

more so - it makes one wander if the competent people leaving the TTG is the source of the problem being faced by them now. I wander if they did get back in they would perhaps be surprised by the poor quality of what has replaced them ?


kinda reminds me of vistry right now where head honchos and trying to blame problems in one area of their buisness - the reality is that the board needs to ensure things run smoothly - if it doesnt the buck imho always stops with them as its their job to ensure its not a clusterfup at the lower levels.

[owenski] 22/11/2024 09:06

A lot of FCF going to be paying down debt.

[igoe104] 22/11/2024 08:31

These Advfn charts are well of the pace. Its £2.96 to sell

[wrighna1] 21/11/2024 18:06

I thought the presentation was quite compelling and NR seems to be playing it well so far. Let's see how it progresses in terms of TTG response. Can't imagine they have anything meaningful to rebut the statements made by Volex. Behind the scenes the largest shareholders willbe chewing it over, so it may have further to go. Volex is my largest shareholding, is a quality outfit.

[ymaheru] 21/11/2024 17:47

Hi Val, yes VLX alluded to these 3 senior execs from TT in their original communication, and I agree that it provides de-risking.

Seems market is worried about debt, but I’ve been here before with well-run companies being judged as ‘average’;, so I hope the merger gies ahead and 2-4 years from now shareholders will be very happy.