Member Info for mike30

Ramp ramp ramp ramp.

I watched the advert for it? Does that count?

First the train designers have been announced Now the operators http://m.bbc.co.uk/news/business-28361782 Sub-contracts can't be far away

It does shift on a couple of trades. Imagine the sp movement with a few million changing hands. A whiff of takeover talk and a contract of £8m we are looking at 30p IMO

Jump in mate. Target price 32p.

Peg could have asked for the accumulation to ward off a takeover attempt

Holdings rns

Good choice

accumulating for someone else.

Why do you think they have amassed 10% of a sub £5m mcap AIM company. Tilton rang PH this morning. They were non-commital, He rang WINS too and they were as perplexed as the rest of us why they are holding so many especially when MMs are supposed to run with level books (thanks to TB for info). There is no way they would hold that much stock without a guarantee of shifting it. They either know a rise good enough to shift 10% of the company is coming or they are accumulating. That's my view anyways...

Do tell....

Maybe it's a code for the amount of £pounds per share they will offer :)

I reckon £8million contract at 8am ;)

http://www.lockelord.com/~/media/Files/NewsandEvents/Publications/2014/04/Launching%20a%20Takeover%20Offer.pdf

I'd be very surprised (and happy) if it was one of the big boys but they deal in £billions. More likely someone like Cohort (chrt) after our defence contracts.

I've been over on the advfn board (only visiting) talking to tilton, who has a decent knowledge of peg, and even he's baffled to what PH are upto. The logical conclusion is building for someone. Apparently MMs have to declare their hand at 10% unlike the normal 3%. Make of it what you will :)

http://www.railway-technology.com/projects/coradia-liner-v200-main-line-train/

http://www.globalrailnews.com/2014/07/15/manufacturer-shortlist-published-for-new-overground-trains/

Something is definitely happening behind the scenes here. PH accumulating a lot of shares for unknown reasons. As tiltonboy mentioned, they would not take that amount of stock on unless they were guaranteed to shift it. Something else is coming here IMHO. We have 2 framework agreements with hitachi and siemens and the likelyhood of the aventra contract. I think the possibility of us selling the defence side of the business is a possibility. It could be sold for multiples of the current market cap, providing us with a higher share price and increased working capital to expand the rail security side of the business. Any views?

Same as before last contract