I don't think it is an either or situation Valuerebel. Clearly, they like the prospects. Yet, taking such a big stake now and not a year ago indicates they expect movement soon. Given the rash of M&A activity in this area it seems logical that they might also be keen to have a controlling interest in the event of any 'premature' bid. Admitedly, this is pure conjecture on my part and HH is very unlikely to admit this possibility.
However, in the past I remember Herald Investment being… Read More
Value, I don't understand the point you are making. The HH website info posted the other day was from Dec and even then SEE featured on their 'top 10 holdings'. In a placing I would expect an existing II to top up their holding by maybe 10-15% or if they really had a positive view on the company do what VSI have done and buy enough shares to retain the same overall % holding (ie avoid diluting their % holding). HH have blown that out of the water they have used the placing to increase their… Read More
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