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Hi Stefano , not sure they have
I only noticed the disclosure with ... By a Party to an Offer on two RNS
1. TTS Bond- Gopher , just under 5% , but we knew they were working in concert from the origional announce post Aristocrats collapse,
I haven't observed where any of the other HK crew are using it
2. Ptec might-around current holdings and stock options
I am guessing the HK crew are for now maintaining plausible deniability:)
something i haven't seen before which i am taking as a pre curser to an imminent offer is the latest RNS . A 'Public Opening Position Disclosure By A Party To A Offer' Details all employees shareholdings and share options. Hope i'm right
they're all on yesterdays RNS's
Thanks Stephano, is there a link ?
yesterday they disclosed their positions. The words 'in concert' was mentioned for the first time between . gopher and tt bond.
Must be getting close to offer time :)
Has there been any formal disclosure of the TT Bond parties ?
The collective HK crew has to be in excess of the 29.9% for declari g intentionally s, making a mockery of takeover rules
Mr. Tang Hao has just purchased 9,115,160 no. shares in yours truly.
£3 million sell at 625.5 when share at 6.40 why? Albula just disclosed holding 2.7 % of company.. knew they were part of H/K crew..
I think you are spot on Stefano5, interesting seems to be climbing ahead of US open, we are just past Superbowl Sunday a big day in the US betting calendar
something brewing right now. RNS disclosures from H/K crew. price shot from down 2.7% to evens in a second.
Maybe a lower offer but within months rather than years?
we'll probably get an offer next week. if we have a bidding war then could take a couple of months. one way or another will be over inside 3 months.. IMHO
sold at 680 with the first offer , then kicked myself as it went 740plus!!!
but just got back in at 626. looks like like a one off type of company can't see this not getting a offer of over 850 sometime in the next two years!!!
albula bought another 1,000,000 shares yesterday. i remember they bought up millions during the asians buying frenzy.
I suspect Aristocrats will not take too kindly to having been outmusled and left with egg on thier face and will put it up to BondTT/HK crew, north of £850p would be quite a nice result for shareholders ??
albula investment, a mauritius shell co. bought 2,000,000 shares yesterday.
If his dad's first name was james , they would have made a film out of this . Aristocrat will definitely feel shaken if not stirred !
Bidding war....£8-10?
Hard to say, but I suspect they will have to bid higher than Aristocrats offer and closer to breakup value, I suspect Aristocrats are likely to be p***Ed off by this news especially if this consortium turns out to have the HK crew in it, look like they were mugged in broad daylight, strap in for a bidding war ?? GLA
Is is time to add more shares to my modest punt? My thoughts are that a bid will arrive in due course and for more than the current sp.
Latest from Sky - TT Bond Partners who advised Gopher apparently want to make a fresh bid and have asked the Board to release them from restrictions. For those in the know Bond in TT Bond is John Bond, son of Sir John Bond, former chairman of HSBC and a man who knows everyone worth knowing in HK. So there we have it , next phase of the plan is about to unfold bid ex0ected in next few days, suspect they will let Chinese New Year finish first.
GLA
They invested $1bn to block the deal and see off 3 bidders seizing the momentum. I don't think they will settle for anyone else taking that initiative away and might have indicated interest for component pieces B2C and B2B, so I don't think we will have to wait long for the next part of their plan. Any further buying from HP/APAC and I suspect sp will fly, we are still in play ??
Stefano, yes I believe this is the consensus.
Voting is over and now things should start to move. I am pretty sure the Asians do not want to sit a long time at their nearly 1B USD PTEC position.