RE: Take over Target11 Feb 2021 01:52
No worries. I dont think SLA will be a takeover target as its to big a firm and in all honesty, its probably undervalued (but the Board needs to be smart to unlock the value as the individual parts are a lot more valuable). I remember the previous CEO said that if you look at the individual components, the market isn't adding any value for the core asset management business. So any takeover would need to be at a premium.
One point of note is that SLA has been acquiring recently - e.g they took a chunky stake in Tritax who are known for the BigBox Reit.
I'm not to versed in RSA - but some of the recent recovery here is to do with the undervalued aspect. Plus there's a new ceo here who should give the business the kick it needs. I'm personally hopeful for a about 4.50 share price. Anyway, decent dividend here :)