Warpaint London Takeover Rumours (W7L)

My portfolio is split 50% long term funds - tech, Fundsmith, American, Global funds. Mainly big companies that I can leave in and forget about for the long term. The other half is invested in shares. I hold a substantial sum in Aviva as I know the company and it pays a fat dividend. I then have positions in companies I think are undervalued. Ashtead Technologies, Hunting, Warpaint, Kinovo, System1, ME Group, Morgan Sindall, Darktrace (awaiting completion of takeover when I’ll double my money), Severfield and TP Icap. Despite the panic over the last week or so, and with a large position in the L&G tech fund, my portfolio is up 0.5% in that time.

Who knows what W7l think to a takeover - as always it would come down to the price but they are flying high right now so why do it now when in a years time they may get an offer in multiples of what they are offered now... Oops, maybe I'm emotionally attached to them :-)