Current Position (my latest research me)19 Sep 2025 13:06
Wood Group has around 687 million shares in issue. Of these, roughly c.635 million shares (92%) are held by institutional investors such as BlackRock (~5.07%), JPMorgan (~5.06%), and other asset managers, with the remaining 7.5% held by public/retail investors.
The proposed 30p per share takeover price is a fraction of historic trading levels — the stock traded well above £1 for much of 2023–2024, and previously offered over £2.20 per share. The Wood group rejection of over £2.00 was planned and calculated by a group of l-lifes to transfer shareholder money fraudulently in to their pockets - we already know this well.
This means:
- Institutions: Highly likely to have acquired large portions of their holdings at prices far above 30p, crystallising substantial losses for pension funds, mutual funds, and client portfolios if the deal proceeds.
- Public/Retail investors: Will also suffer heavy losses, especially those who bought before the governance and debt crisis drove the price down.
In effect, the sale would transfer long‑term recovery value from existing shareholders to Sidara, allowing the acquirer to capture the upside once governance and operational issues are resolved.
The most important question is, why would II take such a hit. For large asset managers, that’s not just a financial hit — it’s a fiduciary optics problem. Their stewardship teams are tasked with protecting long‑term value, and supporting a sale at a fraction of their probable entry price could be seen as failing that duty unless they can prove there’s no viable alternative.
Are we to believe these two firms and a handful of other have acquired 635m shares less than 30p? I am 99% sure that is not the case. Being that they would have long standing LONG positions, they are looking at holding billions of pounds for investors, so to walk away with c £191m pounds would be utter crazy.
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