IMO.... the way forward for PFC is to split the Company into two separate Companies, the new UK operation/Company creates a new brand bidding on tenders outside the ME, this has been successfully done before in similar Companies when there has been legal issues in different parts of a global platform..... good bank/bad bank.
A perfect time for a competitor to pounce, a competitors dream to buy cheap and takeout a future player, they would simply swallow, dissolve the name and pick up all the future contracts with a raft of great experts in the portfolio .... no brainer...IMHO
What an exciting time to invest in the biotech sector....research and dev have been given a major boast from a unexpected vertical from the covid black swan, these extra revenues and cash injections from governments will only seed growth in their core operations for future revenues . this is a new dawn and a massive opportunity to invest this sector yet to reveal its true medium term potential.
As stated on my previous post... AFC & others in this sector are the future and demand will ebb & flow but it will prevail....my bets ( which I’m not in anyway hoping) that the next Black Swan event will refocus on the health of our fast becoming red planet... bigger Aussie & South American fires, cat 6 hurricanes this September in the US & Far East this season, record temps in Europe..... it won’t be long before the worlds leaders are forced to act.
Another 100,000 shares added ....that brings my total holding to 300,000 which I bought at 65 & 57 levels, i will buy another 200,000 if it hits 39p and even add bigger amounts if it falls further ..... this is an excellent opportunity to buy into a future global standard with the mindset conversion especially as governments pushing for change .. no brainer.
With BNP’s announcement this morning that it will start paying dividend’s from May, the Banking sector will follow, including Lloyd’s......we might get a RNS before results ..... Lloyd’s will keep in step especially with BNP, the Banks are very competitive.
As we are now coming out of the Covid ‘black swan’ event, many nations have started to reaffirm and fast track influence in their region....my bet is on a Defence consolidation.... UK senior ministers have been very quick to secure dozens of global trade agreements, especially Japan, Taiwan, Australia & Canada, all of them are review their warship fleets for the growing threat of future emergencies, the Gulf & the China sea and of course their own coastal protection.
Bab will definitely be invited to tender as part of new trade pact, expect to see merger proposals or At least a few bids from many new players as Defence spend in the next few years over heats, the global defense sector will see a massive upgrade.
Estimated low & high bid prices..... I would think after Serco’s attempt in ‘19 when the price was 650+ I would expect a cheeky bid or a cost saving merger at around 3.60 with other counter bids taking it to 4.25.... Defo expect a nibble