For evidence of a trigger happy market look at the rise in bid rumoured shares today:
MICC Magnum +10.2%
HSX Hiscox +13.65%
*for the avoidance of doubt neither has been RNS’ed as official yet
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Aston Girl
29.3K posts
#GAMA Bidder #2 for Gamma Communications looks to be Oakley & Giacom ⬇️
Providence was the first one named earlier this week
Mark Kleinman@MarkKleinmanSky
Exclusive: Oakley Capital, the buyout firm, and Giacom, the business telecoms provider run by entrepreneur Matthew Riley, are plotting a £1bn break-up of Gamma Communications, the London-listed group which has attracted bid interest from several parties. #liveblog-body" target="_blank" rel="nofollow noopener">news.sky.com/story/mark-kle…
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#TTG Inline AGM statement
Aerospace & Defence good, rest so-so 🤷🏻♀️
“While the Aerospace and Defence sector remains buoyant, demand in EMS end-markets continues to be impacted by macroeconomic uncertainty and customer caution”
Still looking to offload component business
I hold
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@garijordan I don’t recall last years but do remember Ramsay Healthcare tabling a 250p bid back in 2021
It ultimately failed as it only got 70% shareholder approval (75% was required)
Institutional shareholders have been waiting a while for this bid…🤔
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@reb40 They had a 250p bid last year which Tosca, as shareholders, helped vote down. I’ve been under water some time on these so at least i should get out in profit 😁
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#SPI Tosca break cover with a potential offer of 250p for Spire
As the 2nd biggest shareholder they should know the business well
Well done to shareholders as I didn’t believe they’d find a buyer
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@marketsjoe Ah yes the perennial leaky bid ship 🙄
Sadly I don’t seem to ever get the messages
*I jest as we all know insider trading is illegal
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@reb40 Broker asked me why stock was +5% this morning: biggest gain in 13 months. Something was afoot!
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#TATE It’s all happening today as Tate & Lyle also receive a possible Takeover Bid
Ingredion Incorporated are offering 595p cash (+ dividends yet to be paid of 13p + 7p)
The shares are +45.1% to 543.75p
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@JamieCDubya Except that anyone who’s bought since September 2025 is looking at a very nice return (plus they’ve been paid 5%+ pa while holding)
It’s all in the timing surely?
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Tis 20 years since I first looked at #TATE and concluded its crap. Today it received a bid at a price lower than when looked at it in 2006. Bad luck holders
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@KetzKK I fear if we in the UK market won’t value British based businesses on a decent rating then this is what we get
Do you have a large enough holding to agitate the company?
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@YstoneAdvisory #ITV qualify for the trophy 🏆 for the worlds longest bid rumour/breakup… let’s hope they finally manage something this time ⏱️
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#ITV - trading in line although the outlook for studios looks a touch lighter with margins expected at the bottom end of previous range
Active discussions about the sale of M&E biz to sky continue too - Now that would provide a boost to the shares
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@tradermark72 And we know he paid around 250p for at least some of his holding so it could be said he’s averaging in with this bid 😆
If I was a shareholder I’d be biting his hand off at 250p
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#STB A nice steady inline Q1 TU from Secure Trust Bank
Share buyback of £10m imminent should help the share price
I hold
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#ITRK Bows to pressure & the 4th & final bid from EQT at £60
“Board of Intertek considers that the financial terms of the Final Proposal deliver value in cash to Intertek shareholders at a level which it would be minded to recommend to Intertek shareholders”
Well done to holders
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#GAMA Hot on the heels of their 7am vague TU we now get confirmation of 1 of the potential bidders:
“The Board of Gamma notes the recent press speculation and confirms that Providence Equity Partners…are amongst the parties in discussions with the Company”
🥤🍿👀
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#VTU Good to see Vertu Motors doing ok despite all the sector headwinds
£24.5m PBT ahead
March & April ahead of LY too
I may no longer hold but I’m glad to see they’re doing ok & is well run 👍
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#GAMA Inline AGM TU
Nice debt reduction from £9.3m to £1.6m 👍
Keeping their cards close to their chest on potential bids:
“Group confirms it remains in preliminary discussions with a number of interested counterparties. The Group will provide a further update in due course”
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#FDEV Looks like dinosaurs 🦖 do gallop after all as Frontier beat expectations:
“FY26 Adjusted Operating Profit* of approximately £16 million, significantly ahead of previous guidance”
They temper this with some delays in J3 upgrades but good to see improved profitability 🦕
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#ANG Looks like they’ve landed a big one 🎣
Good increase in profitability metrics 👍
Upgrading medium term objectives
Oh & they’re persevering with Europe- it’s still loss making but slight less so 🤷🏻♀️
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#PCTN Schroders table a cash/paper bid for Picton Property at a measly 7% premium (& a significant discount to NAV)
Picton Board recommending it & it has 11% support
If I was a Picton shareholder I doubt I’d be happy with this offer🤷🏻♀️
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#SEE $3.8m Guardian order from a US customer
“increasing momentum in Aftermarket, with Q4 FY2026 Guardian revenue for the quarter-to-date now exceeding total revenue delivered in Q3 FY2026”
Every little helps
I hold
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