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I reckon it’s gonna tank a bit more then a bit more. Then will probably start taking off like the Ocado incident. But short term this share is pretty boring and going anywhere. Just my opinion. Gla
Thanks notgreedy .. I’m considering bailing if it recovers to 42 ish I was never really into it as a long term.. let’s see what next week brings I think
Long way still to run on this one and so many factors at play . Takeda board should be jumping though hoops just now to convince shareholders of value but very little noise so far . If it wasnt for the weakness in the yen the deal could already be dead . Not sure if shire have put in any clauses if total value of deal falls below certain levels.
Shp�s Sp is likely to drift down till shareholders approve this project, then might rebound a bit. As to �48-49, imo, not likely that we will see here. IMO, tp could be about �45 should deal complete, 10% of our wanted sp if Tak sp is not to drop more than 20% in total ( from sp just before announcement) by completion all ( �v� ,$v � � v $, geopolitics, sentiment...) being equal. As is, no reason to stay invested in Tak as current shareholders selling hence drop of 3.41% just last night on Tokyo market. Nasdaq premarket indicates 1.75% lower opening, reflecting in current sp here. At some point during h2 off this year voices saying markets had it to good for to long could be louder, Donald J. Might become vegan or start playing tennis and send shivers down markets....on a plus side another megalomaniac might emerge and offer more than total enterprise value for shp
Takeda took a massive hit last night. What a mess!
I am still in. Like a fool ha ha
I am still in mate. Shire never reached my target price to sell. Its just crazy crazy how it is working its way down to 30s. That arricle from alpha something seems to be telling the future.
Just wondering what the sentiment is guys .. I’m still in .. it’s gone very quiet on the thread and wondering if everyone’s quietly sold up and moved on ?
Many Thanks Guys!!
I’d second that ..
Try Hargreaves Lansdown. They are huge and popular and quite cheap. I can always get a price before executing a deal. They have good support if you need it too.
Hi Please accept apologies in advance. I'm new to this online buying and selling. Maybe someone can clarify a couple of things please. I buy and sell through online platform and I often struggle to get a price or even if I put a reasonable trade plan in place it still doesn't get executed. I use Halifax. Do you guys experience this problem? Any suggestions which I the best online platform to trade, even telephone backing or a broker? Any help would be much appreciated!!! Thanks
Ironically, the value of the offer was exactly 4901p a few minutes ago, ie the original value when the offer was first made public. However, the offer value has dropped by 263p due to weakness in the Takeda SP but risen 263p because of a very weak GBP which has increased the cash & share elements. Markets looking very weak today due to Italy woes.
I sold at £40.50 and was a bit too quick on the trigger, however made about £650 and my money was only tied up for a week or so. From a risk perspective I feel there is a 20% chance the deal won’t go through which is why the price is dipping. Notwithstanding this I would invest 10k again (short term) if price drops to 39.00 or so. Long term I reckon you’ll be fine even if deal doesn’t go through, but rest assured low 30.00s will follow should it fail. Short term big hit on price however would make a fantasic buying opportunity long term. GL all
Of my exact reasons for negativity on shp over the last few years. https://seekingalpha.com/article/4177121-shire-takeda-merger-classical-destruction-value?utm_source=partner_investingcom_feed And reasons for halving my remaining half of long at 42.50 taking short hedge from there. None of this might turn up to be the final outcome but all being equal �-$, geopolitics, general state of economic, IMO, mathematically most likely outcome. Wheel is span again place your bets...
Redtom: Very grateful for your regular useful updates!
Its not looking good. Most shares are recovering well today and shire is almost unchanged. There mus be something seriously wrong or why would it be languishing in the low 41? Funny thing is that most of its counterparts have recovered amazingly well from the horrible lows seen in January and February without any bid approach or the likes and are going stong as i type. Shire on the other hand is at the mercy of this deal going through and if it fails the price may crash to those January levels...sometimes i wish it didnt receive the bid, it would have recovered nice n strong in line with the rest of the pharma sector. :-/
Value of the offer a few minutes ago, based on live fx rates, was 4839p with 2273p in cash and 2566p in shares. With current SP of 4120p, the SP would need to rise 17.45% to match. From the original offer value of 4901p, we have lost 263p in value due to fall in value of Takeda shares but gained 201p because of fx gains on the cash and share elements.
Read that takeda is trying to raise a bond to pay for it. What if they can't? What if it fails???
Yet again thanks tom for the updates. Really really helpful. Keep them coming please. I know it’s hard work but very informative! Thanks mate
Hmmmmm yeah your right there how it drops when market drops but does not move when market goes up. I was a bit worried this morning a little. Maybe time to add some more? Thanks for the info though guys
Value of the offer a few minutes ago, based on live fx rates, was 4848p with 2265p in cash and 2583p in shares. With current SP of 4105p, the SP would need to rise 18.11% to match. From the original offer value of 4901p, we have lost 244p in value due to fall in value of Takeda shares but gained 191p because of fx gains on the cash and share elements.
Hope no one gets caught out . it is being dropped only to be taken back up. Yes it has suffered as takeda took a hit and general market fell. What bothers me is it didnt go up at all when general market was rocketing up couple of days back but it ha's chosen' to fall along with it though.
Probably a reaction to the takeda share price drop unless somebody knows different?
Any news guys on the drop today?