Member Info for FredZGomez

the buys don't seem out of order, tbh. The share price will not drop below 19 if a takeover offer for 20 has just been agreed. Its a natural floor. The buys have to be big on this kind of low margin operation. For a small operator like me, it makes no sense now to stay in If the buyers are aware of another bidder, that would suggest bad things about the market. We have no evidence of that so far

my money is on the big telecoms cos / integrators. Its really not that valuable to Motorola, IMO

9p well if he had better options he would have rejected the offer. So it was public posturing I guess

remember this Business Week article http://www.businessweekly.co.uk/news/hi-tech/deadline-extended-possible-takeover-sepura-hytera "Sepura’s interim CEO David Barrass (pictured) disclosed last week that if the Hytera takeover fell through the company had other irons in the fire and was already exploring all options." I wonder what the other options are, apart from going into administration

Unfortunately the BoD don't appear interested in carrying on as a trading concern. Motorola could scupper this deal and then let Sepura collapse.. They seem nasty enough

I said the management of the Teltronics acquisition was bad Face it, Sepura was heading for trouble, even without the acquisition. Its high share price was assured by highly profitable contracts negotiated years earlier. Well things changed in the meantime. TETRA is a standard. Its the nature of manufacturing that products manufactured to meet a standard become a commodity The warning signs were there. Sepura was bragging about how indestructible their handsets were, IP 67 68 compliant and so on. That is pretty commonplace now, you can get quality IP 67 handsets for £50 - £60 They had to move on and diversify . 4G LTE is the way to go along with backend infrastructure

haha - Sepura still comes across as technically more advanced than Hytera, especially in Tetra and infrastructure, so they are getting their moneys worth. Inspite of what people say, the purchase of Teltronics was a good move. Sepura had to diversify and broaden and deepen its product portfolio. It could never compete on designing and selling handsets alone. They are made in China after all and its rapidly becoming a commodity business. The management of that deal was incompetent however. Bzon makes great points but he came across as an engineer who are unfortunately habitual pessimists. So his posts got discounted. That's unfortunately life