Member Info for doze

seem to be adding to longs on the whole: why bother - a balancing the trades activity or maybe more corporate activity in the pipeline. A lot are declarations under the takeover code but they seem to hide the increasing longs within.

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You had set me thinking Nige_W so did some basic research at the weekend-lol!

http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/ARM/12916754.html Action required As further detailed in the Scheme Document, in order to become effective, the Scheme will require, among other things, that the requisite majority of eligible ARM Shareholders: (i) vote in favour of the Scheme at the Court Meeting and (ii) pass the Special Resolution at the General Meeting. The Scheme is also subject to the satisfaction or waiver of the Conditions and further terms that are set out in the Scheme Document. http://whoswholegal.com/news/features/article/29552/public-takeover-offers-versus-schemes-arrangement In contrast with the offer process, which is led by the bidder, the scheme process is controlled by the target company. This feature has important repercussions for the utility of the scheme as a method of takeover. In particular, a scheme must be approved by those holding 75 per cent of the voting rights in the company, and thus its success depends largely on the cooperation of the target company�s board and its shareholders, making it an unrealistic vehicle for a hostile bid. My thoughts are that Apple and Intel may not want Softbank takeover and possible threat of Son working closely with the Chinese and putting up the price of Arm licences for them, the future could be difficult if something like that transpired.

I see what you mean: http://www.fool.co.uk/investing/2016/07/22/should-you-buy-this-weeks-flyers-arm-holdings-plc-stanley-gibbons-group-plc-and-fastjet-plc/ http://www.fool.co.uk/investing/2016/08/01/3-footsie-winners-you-should-have-bought-since-brexit/ A quick takeover One of the biggest stories of the month was the recommended takeover approach from Japan�s SoftBank for chip designer ARM Holdings (LSE: ARM), which gave shareholders an overnight profit of 41% and took the shares up 64% since EU referendum day. While the fall in the value of sterling following the vote definitely made a lot of UK companies look attractive as takeover targets, the speed of this one was surprising � though I�ve been saying I think ARM shares have been undervalued for quite some time. The bid of 1,700p per share represented a premium of 43% on the previous closing price, and today the shares stand at 1,672p � there�s still a tiny bit of uncertainty. A takeover at a P/E of 46 looks superficially attractive, but I think shareholders are selling too cheaply � and I�ll be sad to see this British success disappear from the FTSE.

Doesn't look like as I got corporate notification about �17 on 19/9 so must be done and dusted.

Class of relevant security Purchase/sale Number of securities Price per unit 1p ordinary sale 332 830 140.58p no trades listed at this price.

fighting for bigger stakes?

don't know what happened there but just saying that expected more wonga from property but maybe will not materialize as property coming off a bubble there.

The Company's results for the half year include the early effects of the UK's referendum vote to leave the European Union, announced one week prior to closing. Sterling weakened immediately after the announcement and the Company's NAV per share and share price both increased significantly. Volatility in the market meant that the share price lagged the gain in the NAV in the days following, as reflected in the share price discount to NAV per share at the half year end. However, the share price has subsequently returned to a premium to NAV per share and, as at 29 July 2016 (being the latest practicable date prior to publishing this report), the share price stood at a 4.2% premium

During the period, we raised £12.4 million through tap issues of shares. As these all took place at a premium to NAV they benefit existing shareholders, providing of course the proceeds are invested in stocks which produce returns in line with or better than the existing portfolio, which we believe they have. In fact, we would dearly like more funds to invest given some of the opportunities which we can perceive. Terry Smith Fundsmith LLP Investment Manager 2 August 2016

The Company's results for the half year include the early effects of the UK's referendum vote to leave the European Union, announced one week prior to closing. Sterling weakened immediately after the announcement and the Company's NAV per share and share price both increased significantly. Volatility in the market meant that the share price lagged the gain in the NAV in the days following, as reflected in the share price discount to NAV per share at the half year end. However, the share price has subsequently returned to a premium to NAV per share and, as at 29 July 2016 (being the latest practicable date prior to publishing this report), the share price stood at a 4.2% premium.During the period, we raised £12.4 million through tap issues of shares. As these all took place at a premium to NAV they benefit existing shareholders, providing of course the proceeds are invested in stocks which produce returns in line with or better than the existing portfolio, which we believe they have. In fact, we would dearly like more funds to invest given some of the opportunities which we can perceive. Terry Smith Fundsmith LLP Investment Manager 2 August 2016

I thought the property sale would be more excina is not buzzing but the commercial side has a good foothold so grows anyway.

When is it going to happen? Interested party declared in April.

A sobering assessment, you've got to recognise the US style, I was done by Todd Kozel too. They like to run off with the money.

The rise continues Bilbburgler

Its a blind side try by Softbank.

iN WHAT WAY ARE SHAREHOLDERS BEING PLAYED In what way are shareholders being played?

no trades according to LSE

dead right